AVP/ Manager - LG Mortgage Asset Specialist, MSF WPB (West & North)

2 - 6 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be joining HSBC's Wealth and Personal Banking global business, which combines Retail Banking, Wealth Management, and Global Private Banking. As a Branch Assets Specialist, your role will primarily focus on handling asset product applications sourced by Relationship Managers (RMs) to ensure seamless processing within the system. Your responsibilities will include back-end support to Branch RMs, effective coordination with internal and external stakeholders, monitoring application statuses, and identifying cross-sell opportunities. Key Responsibilities: - Responsible for asset product disbursals of the Branch - Provide back-end support to Branch RMs in the end-to-end process of sourcing to disbursal of asset product applications - Coordinate effectively with internal & external stakeholders such as CRU, CCR, INM, legal, etc - Monitor the status of logged-in applications - Develop and coach branch RMs, and identify cross-sell opportunities for other product lines - Ensure discrepancy rates in applications are minimized and maintain fraud control measures - Comply with applicable laws, regulations, Group, and local guidelines related to Sanctions and AML policy - Remain vigilant for unusual activities and report promptly as per AML policy - Support AML Investigations by providing additional information when required - Attend and complete AML and Sanctions related training within the mandated timeframe - Understand and adhere to PEP acceptance, prohibition, CDD & EDD guidelines - Identify high-risk indicators for various products and services offered by the bank - Undertake necessary due diligence to ensure transactions are in line with customer profiles - Communicate effectively with customers regarding products and services offered Qualifications Required: - Graduate with 2 to 5 years of experience - Demonstrate behaviours consistent with HSBC Values - In-depth understanding of the bank's assets sourcing and disbursal process - Organizing skills and problem-solving skills Please note: The job description does not contain any additional details about the company.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now