About the role
FinEx AI summary
Acquire mortgage sales from intermediaries such as property developers, brokers, real estate agencies, and solicitors. Handle mortgage referrals, meet customers, and take completed applications for processing. Maintain business relationships and collaborate with Mortgage Servicer Officers to improve drawdown ratio and turnaround time.
Core skills Mortgage products Credit guidelines Sales Customer relationship management Interpersonal skills Communication skills
Role details
Work style On-Site
Posted 18 Sep 2026
Sales
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Treasures Relationship Manager, Consumer Banking Group
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Team Lead, Treasure RM, Treasures & Distribution, Consumer Banking Group
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客户经理岗（金葵花）- 私人财富管理部
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