Senior Officer, Relationship Manager-Loan Against Property, Consumer Banking Group
Core
Provide personalized financial advice and mortgage solutions to high-net-worth clients, reviewing portfolios and recommending products.
Role type
Senior Relationship Manager (Mortgages)
Builds
Mortgage products and services
Domain
Consumer Banking / Financial Services
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, regulatory compliance, sales strategy, portfolio review, risk assessment
Preferred skills
Mortgage domain expertise, complex financial concept understanding
Responsibilities
Understand clients' financial goals and risk profiles, proactively engage with clients to review Mortgage portfolios, collaborate with other teams to deliver a seamless client experience, contribute to the development and implementation of sales strategies and initiatives, ensure compliance with all relevant policies, procedures, and regulations
Seniority
Senior, client-facing IC