Mortgage Origination & Advisory Specialist

RHB Bank Berhad; Ulu Tiram; On-site; MYR 45,000 - 67,000; Full time

Job summary

RHB Bank Berhad in Malaysia seeks a Mortgage Sales Advisor to proactively attract new mortgage customers, assess financial needs, and guide applicants through the loan process within a dynamic banking environment.

The role emphasizes collaboration with underwriting and internal teams, monitoring market trends, and achieving sales targets while ensuring AML/KYC compliance and delivering high levels of service.

Qualifications

• Experience in mortgage sales or financial services is preferred.
• Ability to analyze clients’ financial situations to recommend suitable loans.
• Strong emphasis on building and maintaining client relationships.
• Experience in cross-selling banking products is a plus.
• Familiarity with AML/KYC compliance and regulatory requirements.

Responsibilities

• Proactively identify and attract new mortgage customers through various channels.
• Conduct comprehensive financial needs analysis for potential mortgage applicants.
• Guide customers through the entire mortgage application process.
• Prepare and submit accurate and complete mortgage applications, ensuring regulatory compliance.
• Collaborate with credit underwriting, legal, and other internal departments to facilitate approvals and disbursements.
• Monitor market trends and competitor offerings to provide informed advice.
• Maintain strong client relationships by providing ongoing support and cross-selling opportunities.
• Achieve individual and team sales targets for mortgage loan origination and KPIs.
• Adhere to bank policies and AML/KYC guidelines.
• Participate in training to enhance product knowledge and sales skills.

Skills

Mortgage sales

Needs analysis

Client relationships

Cross-selling

Compliance

Job description

RHB Bank Berhad in Malaysia seeks a Mortgage Sales Advisor to proactively attract new mortgage customers, assess financial needs, and guide applicants through the loan process within a dynamic banking environment.

The role emphasizes collaboration with underwriting and internal teams, monitoring market trends, and achieving sales targets while ensuring AML/KYC compliance and delivering high levels of service.