Experienced Mortgage Advisor for Private Banking
6 days ago
We are seeking an experienced Senior Mortgage Advisor to join our Private Banking team in London. The ideal candidate will have a strong background in mortgage services and a CeMap qualification.
Key Responsibilities:
- Develop and grow new mortgage business relationships for non-UK and UK residents for Buy-to-Let mortgages.
- Manage the bank's existing mortgage business relationships to increase business activity, volumes, and profitability.
- Develop a book of clients/sales leads from personal networks, the First Bank Group, and client referrals.
- Offer the bank's mortgage products to target market clients, develop new high-net-worth client relationships, and cross-sell the bank's products.
- Manage assigned mortgage portfolios while developing new mortgage relationships to grow the mortgage book and revenue figures.
- Grow and maintain a book of mortgage clients as determined annually by the Head of Private Banking.
- Assess viability of clients' mortgage requests and prepare credit applications for the Credit Committee's approval.
- Conduct effective KYC/KYB screening to ascertain risk profiles and review due diligence documentation to assist with client onboarding and retention.
Requirements:
- Strong experience in mortgage services.
- CeMap qualification.
- Evidence of mortgage advice experience.
- Buy-to-Let mortgage experience within the UK.
Benefits:
- Up to 10% employer pension contribution.
- Life Assurance Cover.
- Income protection.
- Private Medical Insurance plan (upon successful completion of probation).
- Contribution to glasses/contacts and eye testing.
- Gym subsidy (up to £50 per month).
- Cycle to work scheme.
- Employee Assistance Program.
- Interest Free season ticket loan for travel.
- Birthday Leave.
- 25 days annual leave, rising to 28 after 3 years and 30 after 8 years' service.
- Give As You Earn (GAYE).
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