Director, Mortgage Investment Services
vor 1 Monat
LGT Crestone was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.
With a shared passion for building an uncompromised business – we created something new from the ground up.
A chance to leave behind the things that weren't working, while enhancing the things that were.
Our authentic and personalised client-first commitment.
Our entrepreneurial spirit.
Our focus in best-in-class advice.
And our intimate understanding of the Australian private wealth landscape.
In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model.
Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
About the Opportunity
This is a unique opportunity to work with an established international mortgage lender in LGT, using your skills and experiences to support the continued growth of the LGT Crestone Mortgage offering to our clients.
You will partner with the Credit team as the Front Office face of the mortgage lending product and be responsible for educating the advisory function on how to position mortgage lending in an appropriate manner, ensuring compliant client engagement and delivery of value proposition as well as supporting product development in collaboration with Credit where needed.
We believe there is a unique opportunity in the marketplace for a mortgage lending offering dedicated to high net worth and ultra-high net worth clients that is complementary to their investment objectives.
We also believe that a prudently managed mortgage lending portfolio will materially contribute to the success of our wider business and the achievement of its long-term sustainable growth ambitions.
Key Responsibilities
Education of Investment Advisers in collaboration with the Credit team Proactively engage with the Front Office business to support the growth of mortgages to deliver increased wealth asset flow Provide education and raise awareness on LGT Crestone's mortgage offering to clients, including attending client meetings as the Subject Matter Expert Supporting Investment Advisers to ensure client suitability and adherence to regulatory and compliance obligations on mortgages is fulfilled Ensure sufficient quality of advice provided by Investment Advisers to clients Guide and provide sales support in an appropriate manner Once client raises a tangible mortgage request, work with internal Credit Advisors for further processing together with the Investment Advisers Creating and maintaining relationships with colleagues across the mortgages business and support ongoing project work with external and internal stakeholders as and when required Provide input on mortgage relevant aspects in policies and procedures as required About You
You are degree qualified, ideally also having obtained an MBA or advanced degree in a quantitative discipline.
Accompanying this, you have extensive experience in residential mortgages, with deep knowledge of mortgage underwriting gained from a private banking business focusing on HNW and UHNW clients.
Your strong interpersonal and communication skills allow you to engage confidently with a range of stakeholders including senior management and executives, advisers, clients and colleagues across different delivery channels.
You also have strong detail orientation, analytical and problem-solving skills, which give you the ability to see the bigger picture and understand how decisions impact the rest of the organisation.
What's in it For You?
Competitive salary package Opportunity to participate in a discretionary bonus program Flexible working environment Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program) LGT Crestone is committed to the ongoing development of their employees.
Your development will be managed and tailored to your role and future career path.
LGT Crestone is an equal opportunity employer committed to embracing a diverse and inclusive work environment.
We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.
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