Private Banking Mortgage Advisor

3 days ago


London, Greater London, United Kingdom FirstBank UK Limited Full time

About FirstBank UK Limited

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FirstBank UK Limited is a leading provider of retail and corporate financial services/products to institutions and individuals. We are committed to delivering world-class services and exceeding customer expectations through our dedicated team of professionals.

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We are now seeking an experienced Private Banking Mortgage Advisor to join our team due to business requirements. The successful candidate will be responsible for offering the Bank's mortgage products to target market clients (HNWIs/HNIs); developing new High Net Worth (HNW) client relationships and business, including cross-selling of the Bank's products.

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The ideal candidate will have solid experience and proven track record in Mortgage Services, evidence of Mortgage Advice experience, and Buy-to-Let mortgage experience within the UK. In return, we offer a fantastic benefits package including up to 10% employer pension contribution, Life Assurance Cover, Private Medical Insurance plan, Gym subsidy, Cycle to work scheme, Employee Assistance Program, Interest Free season ticket loan for travel, and 25 days annual leave, rising to 28 after 3 years and 30 after 8 years' service.

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Estimated Salary: £65,000 - £85,000 per annum

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About the Role

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  • To offer the Bank's mortgage products to target market clients (HNWIs/HNIs); develop new High Net Worth (HNW) client relationships and business, including cross-selling of the Bank's products.
  • To develop a book of clients/sales leads from personal network, First Bank Group and client referrals.
  • To assess the viability of clients' mortgage requests and prepare credit applications for Credit Committee's approval.
  • To conduct effective KYC/KYB screening to ascertain risk profiles and review due diligence documentation to assist with client onboarding and retention.
  • To manage assigned mortgage portfolio whilst developing new mortgage relationships with the view of growing the mortgage book and revenue figures.
  • Grow and maintain a book of Mortgage clients as determined annually by the Head of Private Banking.
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About You

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  • A minimum of [number] years of experience in Mortgage Services with a proven track record in Mortgage Advice.
  • Buy-to-Let mortgage experience within the UK.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Knowledge of relevant legislation and regulatory requirements.


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