Relationship Manager, Mortgage Sales

Relationship Manager, Mortgage Sales
The Relationship Manager, Mortgage Sales, is dedicated to cultivating and sustaining strong client partnerships by delivering expert guidance on home loans and comprehensive banking products. This position advances company goals by elevating customer satisfaction and increasing market awareness of key offerings.

Role Overview
Working in a collaborative team setting and reporting directly to senior leadership, the Relationship Manager will prioritize client engagement and retention. The role requires partnering with external stakeholders—such as real estate firms and referral partners—to expand the customer base. Key performance indicators include building lasting relationships, delivering sound financial recommendations, and guiding junior team members.

Key Skills & Experience

Build and maintain client relationships while delivering tailored mortgage and financial advice

Partner with external networks to drive new customer acquisition

Track market developments and share actionable insights with senior leadership

Key Responsibilities

Oversee client accounts and deliver specialized counsel on mortgage products

Engage with referral partners and real estate networks to generate new business opportunities

Guide and develop junior mortgage specialists through targeted coaching

Monitor industry trends continuously to optimize product and service delivery

Requirements

Diploma or higher in finance, banking, insurance, or a related discipline is preferred

At least 3 years of hands-on experience in the mortgage industry (banking or brokerage background)

Valid industry qualifications (MPF, General Insurance, and Investment licenses) with up-to-date CPD fulfillment

In-depth understanding of mortgage solutions alongside general retail banking, insurance, and wealth products

Self-motivated and collaborative, with a proven ability to work seamlessly across front-line and back-office teams

Engaging interpersonal style with a demonstrated history of effective networking and client building

Strong oral communication in Cantonese and English; conversational fluency in Mandarin is a plus

This is an Asia-based, permanent full-time position working on-site.
If you possess the required qualifications and experience, please submit your updated resume to apply.