Relationship Manager (Property Financing)

Roles & Responsibilities

Our client is a leading financial services provider renowned for delivering accessible financial solutions that empower individuals and businesses to meet their goals. They are expanding their property financing portfolio to help clients achieve their homeownership dreams while providing expert financial guidance.

You will be guiding clients through their property financing journey by providing tailored solutions, building trusted relationships, and ensuring a seamless experience from application to approval. You will play a pivotal role in driving business growth while delivering exceptional client service.

Key Responsibilities

• Promote and sell property financing solutions, including home loans, refinancing, and renovation loans
• Develop and maintain strong relationships with clients, property agents, and partners to generate new business opportunities
• Provide expert financial advice, matching clients with the most suitable property financing solutions
• Guide clients through the end-to-end process, ensuring smooth application, approval, and disbursement
• Achieve sales targets while maintaining compliance with regulatory requirements
• Collaborate with internal teams (credit, operations, customer service) to deliver excellent client experiences

Requirements

Tell employers what skills you have

Wealth Management

Microsoft Excel

Relationship Management

Wealth

Loans

Trend Analysis

Compliance

Deposits

Financial Analysis

Communication Skills

Team Player

Customer Service