Mortgage & Wealth Advisory Specialist

HSBC Bank Malaysia Berhad

Puchong

On-site

MYR 67,000 - 112,000

Full time

8 days ago

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Job summary

HSBC Bank Malaysia Berhad, within International Wealth and Personal Banking (IWPB), seeks a Mortgage Specialist to grow mortgage business and cross-sell wealth products. You will collaborate with Premier Relationship Bankers and managers to refer potential premier customers and deliver strong sales performance.

The role requires 1-3 years in mortgage products within banking or financial services, plus excellent communication and a customer-centric mindset.

Qualifications

Graduates with minimum 5 credits in SPM and above.
1-3 years of mortgage experience in banking or financial services.
Strong communication skills and ability to work well in teams.
Mandarin language capabilities welcomed.
Financial planning skills to identify and meet customer needs.
Customer-centric with a focus on delivering quality service.

Responsibilities

Grow the mortgage business and cross-sell wealth products as defined by the bank.
Partner with Premier Relationship Bankers and Managers to refer potential premier customers.
Deliver individual performance and drive overall sales results.
Advocate the Personal Banking Proposition and leverage opportunities while maintaining customer centricity.
Deliver high standards of service levels as defined by the bank and ensure compliant processes.