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For Companies At a Glance
- Tasks: Manage and grow a high-value portfolio of HNW and UHNW clients, advising on complex mortgages.
- Company: Join a prestigious financial firm known for tailored mortgage solutions for elite clientele.
- Benefits: Enjoy a competitive salary, uncapped earnings, and hybrid working in a prime city location.
- Why this job: Elevate your career with a leading firm and work with sophisticated clients in the mortgage market.
- Qualifications: Proven experience in private client brokerage with a track record in £1 million+ mortgage sales.
- Other info: This role offers exceptional earning potential and the chance to build long-lasting client relationships.
The predicted salary is between 48000 - 64000 £ per year.
This range is provided by NRG Resourcing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
£60,000 – £80,000 Basic | Six-Figure OTE | Hybrid Working | City Location
Are you an experienced Private Client Mortgage Broker looking to take the next step in your career? Do you excel at handling complex, high-value mortgages for HNW and UHNW clients? If you have a proven track record in private client brokerage or private banking, this opportunity could be your perfect match.
About the Company
Join a prestigious financial services firm renowned for delivering tailored mortgage solutions to an elite clientele, including developers, entrepreneurs, and high-net-worth individuals. With a strategic city location just 10 minutes from Waterloo, this company is celebrated for its bespoke approach, exceptional service standards, and an impressive network within the HNW and UHNW sectors.
About the Private Client Mortgage Broker Role
As a Private Client Mortgage Broker, you will manage and grow a high-value portfolio, working with £1 million+ mortgages. You will provide expert advice, identify opportunities for cross-selling and upselling, and build long-lasting relationships with a discerning client base. Leveraging your private client experience, you will navigate complex scenarios to deliver exceptional solutions.
Key Responsibilities
- Managing a portfolio of HNW and UHNW clients, including developers, entrepreneurs, and high-profile individuals.
- Advising on and arranging complex £1 million+ mortgages tailored to client needs.
- Cross-selling and upselling complementary financial products.
- Building and maintaining strong client relationships, ensuring a seamless client journey.
- Collaborating with internal teams to ensure the highest service standards.
- Keeping up-to-date with industry trends and regulations impacting the HNW mortgage market.
The Private Client Mortgage Broker Package
- Basic Salary: £60,000 – £80,000 (depending on experience and proven track record).
- Six-Figure OTE – Uncapped earning potential.
- Hybrid Working – City-based office, just 10 minutes from Waterloo.
Skills and Experience Required
- Proven experience as a Private Client Mortgage Broker, ideally within private client brokerage or private banking.
- Demonstrable track record in £1 million+ mortgage sales and building long-term client relationships.
- Experience working with HNW and UHNW clients, including developers, entrepreneurs, and high-profile individuals.
- Strong knowledge of complex lending solutions and high-value property finance.
- Exceptional communication, negotiation, and client management skills.
- Highly motivated, proactive, and adept at working in a fast-paced, client-focused environment.
Why Apply?
This is a unique opportunity to join an industry-leading firm with a stellar reputation in the private client mortgage market. With a six-figure OTE and a comprehensive benefits package, this role offers not only financial rewards but also the chance to work with some of the most sophisticated clients in the industry.
Ready to elevate your career? Apply now and take the next step in the world of high-net-worth mortgage solutions!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales, Business Development, and Finance
Industries
Financial Services, Insurance Agencies and Brokerages, and Banking
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Mortgage Broker - HNW & Private Client employer: NRG Resourcing
Contact Detail:
NRG Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker - HNW & Private Client
✨Tip Number 1
Network with professionals in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) sectors. Attend industry events, seminars, or webinars where you can meet potential clients and other brokers. Building relationships in these circles can lead to referrals and opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in the mortgage market, especially those affecting HNW clients. This knowledge will not only enhance your credibility but also help you provide tailored advice that meets the unique needs of your clients.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise in private client mortgage solutions. Share insights, articles, and success stories that highlight your experience with complex, high-value mortgages to attract the right clientele.
✨Tip Number 4
Consider obtaining additional certifications or training related to high-value property finance. This can set you apart from other candidates and demonstrate your commitment to providing exceptional service to HNW and UHNW clients.
We think you need these skills to ace Mortgage Broker - HNW & Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Private Client Mortgage Broker, especially focusing on your track record with £1 million+ mortgages and your ability to build long-term relationships with HNW and UHNW clients.
Craft a Compelling Cover Letter: In your cover letter, emphasize your expertise in handling complex mortgage scenarios and your proactive approach in a fast-paced environment. Mention specific examples of how you've successfully managed high-value portfolios.
Showcase Relevant Skills: Clearly outline your exceptional communication, negotiation, and client management skills in both your CV and cover letter. These are crucial for the role and should be evident through your past experiences.
Research the Company: Familiarize yourself with the company's reputation in the private client mortgage market. Understanding their bespoke approach and service standards will help you align your application with their values.
How to prepare for a job interview at NRG Resourcing
✨Showcase Your Expertise
Be prepared to discuss your experience with high-value mortgages, particularly those over £1 million. Highlight specific cases where you've successfully navigated complex lending scenarios for HNW and UHNW clients.
✨Demonstrate Relationship-Building Skills
Emphasize your ability to build and maintain strong client relationships. Share examples of how you've fostered trust and loyalty among your clients, especially in a fast-paced environment.
✨Stay Informed on Industry Trends
Research current trends and regulations affecting the HNW mortgage market. Being knowledgeable about recent changes will show your commitment to providing exceptional service and staying ahead in the industry.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in complex situations. Prepare to discuss how you would approach various client scenarios, showcasing your analytical thinking and tailored solutions.
