Account Manager, RES (Real Estate Sector, Mortgage)

Hong Kong
Permanent
Full-time

27 days ago

Citi Hong KongWith over 100 years of history and currently serving over one million clients in Hong Kong, Citi’s strengths lie in its truly diversified business model. Institutional Clients Group offers a broad spectrum of services including capital markets origination and distribution, trading and hedging of rates and currencies, financial advisory expertise in M&A and transaction services. Global Consumer Banking offers retail clients with a full range of world-class financial products and services, including wealth management and investment, protection, credit cards, and secured lending. Citi Private Bank offers bespoke wealth management services to a prestigious group of high net worth individuals and families.The Mortgage Analyst 2 is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.Responsibilities:

Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met.
Acquire new clients through tele-caller supported outbound calling and micromarketing activities.
Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders.
Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions.
Analyze client interests, problems, and potential need for new products and services.
Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities.
Receive training and assistance for team members including sales executives and tele-callers.
Organize marketing activities to get new sources of lead generation and new business.
Conduct first level risk analysis to understand fitment with Citi’s policies.
Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

0-2 years of relevant experience
Experience in the financial sector and sales preferred
Working knowledge of related financial regulations and mortgage transaction structure
General understanding of regulatory compliance, guidelines and regulations
Consistently demonstrates clear and concise written and verbal communication
Effective problem-solving and negotiation skills

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Please click "Apply Now" to submit your application via Citi Recruitment Portal.Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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