Mortgage Investment Services Lead

6 days ago


Sydney, New South Wales, Australia LGT Crestone Full time
About the Opportunity

This is a unique chance to work with an established international mortgage lender, using your skills and experience to support the continued growth of LGT Crestone's Mortgage offering.

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
  • Provide education and raise awareness on LGT Crestone's mortgage offering to clients
  • Support Investment Advisers to ensure client suitability and adherence to regulatory and compliance obligations
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.

What's in it For You?
  • Estimated salary: $120,000 - $180,000 per year
  • 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 Culture

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.



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