30 Mortgage Advisor jobs in Malaysia

Join to apply for the Mortgage Advisor role at HSBC Recruitment

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Join to apply for the Mortgage Advisor role at HSBC Recruitment

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

• We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Mortgage Advisor, working together with colleagues to define, manage and achieve divisional business targets.
  
  

Principal Responsibilities:

• To handle all referred mortgage applications by LG Type 2.
• To perform verification of customer information included personal details, income declaration and payment capacity prior submission via recorded telephone.
• To appeal and follow up on customer mortgage application status. Provide sound justification and write up for customer application.
• To ensure all customer documents is in order prior submission and follow up with customer on additional required information during sales process.
• To ensure all mortgage application are accurate and in accordance with the HSBC Bank policy standards and regulatory requirements.
• Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of respond either face to face or at the telephone.
• Make a regular visit to LG Type II agency to maintain strong referral relationship and timely update on policy update and on-going promotion.
• To ensure high standard of sales and service level as required by bank's standard by providing excellent customer engagement and experience journey.
  
  

Requirements

• A university degree is preferred for this role as it involves analytical capacity and quick and measured responses on a daily basis.
• Candidates must have at least 2 to 3 yrs experience in managing and dealing with quality assurance and audit related in a sales environment. Experience in Mobile Sales/Direct Sales environment will be an added advantage.
• Must be meticulous, detailed and must be strong in written English to be able to present findings and recommendation from a Quality Assurance perspective.
• Candidate must be well versed with the various risk factors and system dependency and be able to make suitable decisions.
• Candidate must be proficient in English. Mandarin and Bahasa Language will be an advantage.
• Advanced computer skills in Excel, Power point and word is the key requirement for this role.
  
  

Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritised.

Opening up a world of opportunity.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at HSBC Recruitment by 2x

Get notified about new Mortgage Advisor jobs in Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia .

Federal Territory of Kuala Lumpur, Malaysia 1 week ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 day ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago

Petaling Jaya, Selangor, Malaysia 5 days ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 10 months ago

Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 4 months ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago

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Our firm adopts a one-stop solution philosophy that specializes in three different areas:

• Provide mortgage loans for commercial, residential and industrial properties
• Refinancing mortgage loans to a lower interest rate
• Provide mortgage insurance advice to protect the liability

Job Highlights:

• Career progression
• Exposure to financial management
• Get direct access and exclusive mentorship from the management team
• Structure Training Program
• Building long-term rewarding customer and corporate relationships and
• provide excellent after-sales service
• Personal and professional development opportunities
• Hybrid working model

Job Requirement:

• Singaporeans only
• Candidates with a recognized degree from a Local or Private University / Local Diploma holders
• Prior experience in property or consumer mortgage sectors will be highly preferred (candidates with more experience will be considered for manager role)
• Great interpersonal skills, works well independently and as a team
• Entry level candidates are encouraged to apply (fresh grads are welcome)
• Self-motivated with a strong inquisitive mindset and quest for learning

Job Types: Full-time, Permanent

Salary: $2,500.00 - $6,000.00 per month

Benefits:

• Flexible schedule
• Work from home

Schedule:

• Monday to Friday

Work Location: In person

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Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Mortgage Advisor , working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities:

• To handle all referred mortgage applications by LG Type 2.
• To perform verification of customer information included personal details, income declaration and payment capacity prior submission via recorded telephone.
• To appeal and follow up on customer mortgage application status. Provide sound justification and write up for customer application.
• To ensure all customer documents are in order prior to submission and follow up with customer on additional required information during sales process.
• To ensure all mortgage applications are accurate and in accordance with the HSBC Bank policy standards and regulatory requirements.
• Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone.

#J-18808-Ljbffr

Our firm adopts a one-stop solution philosophy that specializes in three different areas: Provide mortgage loans for commercial, residential and industrial properties Refinancing mortgage loans to a lower interest rate Provide mortgage insurance advice to protect the liability Job Highlights: Career progression Exposure to financial management Get direct access and exclusive mentorship from the management team Structure Training Program Building long-term rewarding customer and corporate relationships and provide excellent after-sales service Personal and professional development opportunities Hybrid working model Job Requirement: Singaporeans only Candidates with a recognized

degree from a Local or Private University / Local Diploma

holders Prior experience in property or consumer mortgage sectors will be highly preferred (candidates with more experience will be considered for manager role) Great interpersonal skills, works well independently and as a team Entry level candidates are encouraged to apply (fresh grads are welcome) Self-motivated with a strong inquisitive mindset and quest for learning Job Types: Full-time, Permanent Salary: $2,500.00 - $6,000.00 per month Benefits: Flexible schedule Work from home Schedule: Monday to Friday Work Location: In person

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Join to apply for the

Mortgage Advisor

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HSBC Recruitment 3 days ago Be among the first 25 applicants Join to apply for the

Mortgage Advisor

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HSBC Recruitment Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Mortgage Advisor, working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities:

To handle all referred mortgage applications by LG Type 2. To perform verification of customer information included personal details, income declaration and payment capacity prior submission via recorded telephone. To appeal and follow up on customer mortgage application status. Provide sound justification and write up for customer application. To ensure all customer documents is in order prior submission and follow up with customer on additional required information during sales process. To ensure all mortgage application are accurate and in accordance with the HSBC Bank policy standards and regulatory requirements. Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of respond either face to face or at the telephone. Make a regular visit to LG Type II agency to maintain strong referral relationship and timely update on policy update and on-going promotion. To ensure high standard of sales and service level as required by bank's standard by providing excellent customer engagement and experience journey.

Requirements

A university degree is preferred for this role as it involves analytical capacity and quick and measured responses on a daily basis. Candidates must have at least 2 to 3 yrs experience in managing and dealing with quality assurance and audit related in a sales environment. Experience in Mobile Sales/Direct Sales environment will be an added advantage. Must be meticulous, detailed and must be strong in written English to be able to present findings and recommendation from a Quality Assurance perspective. Candidate must be well versed with the various risk factors and system dependency and be able to make suitable decisions. Candidate must be proficient in English. Mandarin and Bahasa Language will be an advantage. Advanced computer skills in Excel, Power point and word is the key requirement for this role.

Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritised.

Opening up a world of opportunity.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad Seniority level

Seniority level Not Applicable Employment type

Employment type Full-time Job function

Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at HSBC Recruitment by 2x Get notified about new Mortgage Advisor jobs in

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia . Federal Territory of Kuala Lumpur, Malaysia 1 week ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 day ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago Petaling Jaya, Selangor, Malaysia 5 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 10 months ago Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 4 months ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Sales of credit products such as mortgages and SME loans for conventional and Islamic banking.

Develop relationship and network with realtors, developers, and solicitors to increase referrals.

Source for quality loans by pre-screen customers to make initial judgment of credit worthiness.

Job Requirements:

Diploma / Degree holders in any discipline with min. of 2 years sales experience.

Fresh graduates are also encouraged to apply as training will be provided.

Good product knowledge in mortgages and SME loans for conventional and Islamic banking will be an added advantage.

A team player with excellent communication and interpersonal skills.

Preferably possess own transportation.

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Your application will include the following questions:

Which of the following statements best describes your right to work in Malaysia? What's your expected monthly basic salary? Which of the following types of qualifications do you have? How many years' experience do you have as an Assistant Sales Manager? Do you have experience in a sales role? Do you possess or have access to your own transportation?

Banking & Financial Services More than 10,000 employees

CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately of 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around of 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries

For more information, please visit

CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately of 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around of 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries

For more information, please visit

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What can I earn as an Assistant Sales Manager

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Mortgage Advisor - Part Time/Full Time (Petaling Jaya)

• 15/04/2025

Company: Ahhaz Intergrated Group
Type: Full time
Category: Consultant Professional ServicesJob Description

Years of Working Experience:

1-3 years

Job Title: Mortgage Advisor

Summary
We are seeking a skilled Mortgage Advisor at AIA to join our team on a part-time basis in Selangor, Malaysia. The ideal candidate will have 1-3 years of experience in the mortgage industry and possess a strong skill set including communication, problem-solving, presentation, relationship building, critical thinking, interpersonal skills, sales & marketing, leadership, product knowledge, and customer service. This role offers a hybrid work mode, providing flexibility for both remote and in-office work.

Key Responsibilities

• Provide expert advice and guidance to clients on mortgage products and services.
• Analyze financial information to determine the best mortgage options for clients.
• Present mortgage solutions effectively to clients and assist them in making informed decisions.
• Collaborate with sales and marketing teams to promote mortgage products and services.
• Demonstrate leadership skills in guiding clients through the mortgage process.
• Provide exceptional customer service to ensure client satisfaction and retention.

Required Skills and Qualifications

• 1-3 years of experience in the mortgage industry.
• Strong communication skills to interact effectively with clients and colleagues.
• Proven problem-solving abilities to address complex mortgage scenarios.
• Excellent presentation skills to convey information clearly and persuasively.
• Ability to build and maintain relationships with clients and stakeholders.
• Critical thinking skills to analyze financial data and recommend suitable mortgage options.
• Sales and marketing acumen to promote mortgage products effectively.
• Leadership qualities to guide clients through the mortgage process.
• In-depth product knowledge of mortgage options and financial services.
• Post-secondary diploma or equivalent qualification in a relevant field.

Other Details:
- Work Mode: Hybrid (Remote and In-Office)
- Location: Selangor, Malaysia
- Salary Range: RM 3,500 to RM 100,000 (depending on experience and qualifications)

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This job is for a Financial Advisor/Financial Planner who creates personalized financial plans, monitors investments, and educates clients. You might like this job because you get to help clients achieve their financial goals through tailored strategies.

Responsibilities

1. Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences.
2. Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile.
3. Develop personalized financial plans that align with clients' short-term and long-term financial objectives.
4. Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning.
5. Provide guidance on investment allocation and asset allocation to achieve financial goals.
6. Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives.
7. Monitor and adjust investment portfolios as market conditions and client needs change.
8. Stay informed about financial markets, investment trends, and tax regulations.
9. Evaluate and address risks associated with clients' financial plans and investments.
10. Assist clients in developing estate plans, including wills, trusts, and beneficiary designations.
11. Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs.
12. Educate clients about financial concepts, investment options, and the importance of long-term financial planning.
13. Provide ongoing financial education and updates to keep clients informed.
14. Build and maintain strong, long-term client relationships based on trust, integrity, and transparency.
15. Conduct regular client reviews to track progress toward financial goals and make necessary adjustments.

Job Requirements

• Candidates must possess at least a Diploma, Advanced/Higher/Graduate Diploma, or Bachelor’s Degree in any field. Fresh graduates are welcome to apply.
• No experience required; training will be provided.
• Skills required: Communication skills, team player.
• Personal goal-oriented, motivated, disciplined with an entrepreneurial mindset.
• Relevant financial planning and investment management experience preferred.
• Analytical and problem-solving abilities.
• Attention to detail and strong organizational skills.
• Ability to work independently and as part of a team.

We are one of the nation’s fastest-growing financial product sales and marketing companies, in cooperation with Great Eastern and OCBC Bank, specializing in risk management, retirement planning, and investment. Due to our business expansion, we are seeking dynamic and confident individuals to join us. We are committed to building a team of young millionaires and financial consultants to assist our clients in achieving their financial goals.

#J-18808-Ljbffr

This job is for a

Financial Advisor/Financial Planner

who creates personalized financial plans, monitors investments, and educates clients. You might like this job because you get to help clients achieve their financial goals through tailored strategies. Responsibilities

Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences. Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile. Develop personalized financial plans that align with clients' short-term and long-term financial objectives. Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning. Provide guidance on investment allocation and asset allocation to achieve financial goals. Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives. Monitor and adjust investment portfolios as market conditions and client needs change. Stay informed about financial markets, investment trends, and tax regulations. Evaluate and address risks associated with clients' financial plans and investments. Assist clients in developing estate plans, including wills, trusts, and beneficiary designations. Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs. Educate clients about financial concepts, investment options, and the importance of long-term financial planning. Provide ongoing financial education and updates to keep clients informed. Build and maintain strong, long-term client relationships based on trust, integrity, and transparency. Conduct regular client reviews to track progress toward financial goals and make necessary adjustments. Job Requirements

Candidates must possess at least a Diploma, Advanced/Higher/Graduate Diploma, or Bachelor’s Degree in any field. Fresh graduates are welcome to apply. No experience required; training will be provided. Skills required: Communication skills, team player. Personal goal-oriented, motivated, disciplined with an entrepreneurial mindset. Relevant financial planning and investment management experience preferred. Analytical and problem-solving abilities. Attention to detail and strong organizational skills. Ability to work independently and as part of a team. We are one of the nation’s fastest-growing financial product sales and marketing companies, in cooperation with Great Eastern and OCBC Bank, specializing in risk management, retirement planning, and investment. Due to our business expansion, we are seeking dynamic and confident individuals to join us. We are committed to building a team of young millionaires and financial consultants to assist our clients in achieving their financial goals.

#J-18808-Ljbffr