Mortgage Consultant

Manulife Malaysia; Petaling Jaya; On-site; MYR 45,000 - 74,000; Full time

Job summary

Manulife Insurance Berhad in Petaling Jaya is hiring a Mortgage Consultant to guide clients through mortgage options, assess financial needs, and align products with company policies. This full-time, on-site role emphasizes strong customer service and accurate documentation.

You will meet clients, explain features and terms, prepare applications, collaborate with internal teams, and maintain partner relationships to support the approval and disbursement process while meeting sales targets.

Qualifications

• Relevant knowledge and experience in the mortgage industry.
• Solid understanding of finance principles.
• Strong customer service skills with clear explanations.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• Proficiency in basic office software and digital tools.
• Ability to work on-site in Petaling Jaya.
• Diploma or bachelor’s degree in finance, business, economics, or related field.
• Prior banking, insurance, or financial services experience is an advantage.

Responsibilities

• Meet clients to assess mortgage needs and explain options.
• Prepare and process mortgage applications with accuracy and compliance.
• Document and verify information to meet regulatory standards.
• Collaborate with internal teams and business partners to streamline approvals.
• Maintain relationships with partners and follow up with customers through the loan process.
• Meet sales and service targets while upholding professionalism.

Skills

Mortgage industry knowledge

Finance principles

Customer service

Communication skills

Detail-oriented

Office software

On-site in Petaling Jaya

Education

Diploma or Bachelor’s in finance/business/economics

Relevant work experience may be considered in lieu of formal education

Job description

Company Description Manulife Insurance Berhad is a leading insurance provider in Malaysia, offering protection and asset management solutions tailored to the needs of individuals and families. As part of the Manulife global brand, the company focuses on supporting customers through every stage of their financial journey. Manulife Insurance Berhad is a member of Perbadanan Insurans Deposit Malaysia (PIDM), reinforcing its commitment to financial security and regulatory standards. The organization emphasizes personalized service, helping customers find suitable insurance and investment options for long-term stability.

Role Description The Mortgage Consultant is a full-time, on-site role based in Petaling Jaya. In this position, the consultant provides guidance to customers on mortgage solutions, assesses their financial needs, and recommends suitable products aligned with Manulife’s offerings and policies. Daily responsibilities include meeting with clients, explaining mortgage features and terms, preparing and processing mortgage applications, and ensuring accurate documentation and compliance with regulatory requirements. The role also involves collaborating with internal teams, maintaining strong relationships with business partners, and following up with customers to support them throughout the mortgage approval and disbursement process. The consultant is expected to deliver high-quality customer service, meet sales and service targets, and uphold Manulife’s standards of professionalism and integrity.

Qualifications

• Relevant knowledge and experience in the mortgage industry, including mortgages and mortgage lending.
• Solid understanding of finance principles and the ability to analyze customers’ financial profiles.
• Strong customer service skills, with the ability to build trust, listen actively, and provide clear explanations.
• Excellent communication and interpersonal skills, both verbal and written.
• Detail-oriented approach with strong organizational and time management abilities.
• Proficiency in basic office software and digital tools used for documentation and customer management.
• Ability to work on-site in Petaling Jaya, collaborate with diverse teams, and adapt to a fast-paced environment.
• Diploma or bachelor’s degree in finance, business, economics, or a related field is preferred; relevant work experience may be considered in lieu of formal education.
• Prior experience in banking, insurance, or financial services is an advantage.