Mortgage Solutions Advisor (On-Site in PJ)

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

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.