Mortgage Advisor, Puchong

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 International 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.

Responsibilities:

1. Handle all referred mortgage applications by LG Type 2.
2. Perform verification of customer information including personal details, income declaration, and payment capacity prior to submission via recorded telephone.
3. Appeal and follow up on customer mortgage application status. Provide sound justification and write up for customer application.
4. Ensure all customer documents are in order prior to submission and follow up with customers on additional required information during the sales process.

Qualifications - External:

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 years experience in managing and dealing with quality assurance and audit-related tasks in a sales environment. Experience in Mobile Sales/Direct Sales environment will be an added advantage.

Must be meticulous, detailed, and strong in written English to be able to present findings and recommendations 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.

How do your skills match this job?

Your application will include the following questions:

• Do you have experience in a sales role?
• 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 a Mortgage Adviser?
• How would you rate your English language skills?

HSBC Bank Malaysia is the largest international bank in Malaysia, with over 54 branches across the country. Our services extend from Conventional to Islamic banking facilities covering personal financing and wealth management.

Since opening its doors back in 1884, HSBC has pioneered the banking industry by introducing Malaysia’s first ATM and launched the world’s first PC-based banking platform, Electronic Touch Banking and Hexagon.

Perks and Benefits:

• Wellbeing Amenities
• Miscellaneous, dental, optical allowance
• Competitive paternity and maternity leaves
• Industry competitive Medical Insurance coverage