Mortgage Advisor

OCBC Bank; Singapore; On-site; SGD 40,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Industry-leading learning & dev

Job summary

OCBC Bank is recruiting a Mortgage Advisor in Singapore to help clients navigate the mortgage process with expert guidance and tailored solutions. You will work closely with customers to understand their financial goals and provide personalised mortgage options that fit their needs.

The role emphasizes building strong customer relationships, delivering exceptional service, and staying informed about industry regulations and market trends to support informed decisions.

Qualifications

• A degree or diploma in a related field is desirable.
• At least 2 years of experience in mortgage advisory or a related field.
• Strong communication and interpersonal skills.
• Ability to work in a fast-paced environment and meet sales targets.
• Strong analytical and problem-solving skills.
• Knowledge of mortgage products and regulatory requirements.

Responsibilities

• Meet with customers to discuss their mortgage needs and provide expert advice.
• Assess customers' financial situations and provide tailored mortgage solutions.
• Collaborate with internal stakeholders to ensure smooth mortgage application processes.
• Build and maintain relationships with customers to ensure long-term satisfaction.
• Stay up-to-date with market trends and regulatory changes to provide informed advice.

Skills

Communication skills

Interpersonal skills

Sales orientation

Analytical thinking

Education

Degree or diploma in related field

Job description

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Mortgage Advisor

Why Join

Helping people achieve their dream of owning a home is a rewarding experience. As a Mortgage Advisor at OCBC, you'll play a crucial role in guiding customers through the mortgage process, providing expert advice and tailored solutions to meet their needs. You'll be part of a team that's dedicated to making a difference in people's lives.

How you succeed

To excel in this role, you'll need to build strong relationships with customers, understand their financial goals and aspirations, and provide personalized mortgage solutions that meet their needs. You'll work closely with internal stakeholders to ensure seamless execution and provide exceptional customer service.

What you do

• Meet with customers to discuss their mortgage needs and provide expert advice


• Assess customers' financial situations and provide tailored mortgage solutions


• Collaborate with internal stakeholders to ensure smooth mortgage application processes


• Build and maintain relationships with customers to ensure long-term satisfaction


• Stay up-to-date with market trends and regulatory changes to provide informed advice

Who you are

• A degree or diploma in a related field is desirable


• At least 2 years of experience in mortgage advisory or a related field


• Strong communication and interpersonal skills


• Ability to work in a fast-paced environment and meet sales targets


• Strong analytical and problem-solving skills


• Knowledge of mortgage products and regulatory requirements

Who we are

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

What we offer

• Competitive base salary.


• A suite of holistic, flexible benefits to suit every lifestyle.


• Community initiatives.


• Industry-leading learning and professional development opportunities.


• Equal opportunity.


• Fair employment.


• Selection based on ability and fit with our culture and values.


• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

What we offer

• Competitive base salary.


• A suite of holistic, flexible benefits to suit every lifestyle.


• Community initiatives.


• Industry-leading learning and professional development opportunities.


• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.


• Let’s build the bank we need for the future we want.


• Find the best version of yourself in a friendly, supportive team.


• Build lasting value in your community.


• Help people grow their assets, business, and investments.


• Take your learning as far as you can.


• Or simply enjoy a vibrant, future-ready career.


• Your Opportunity Starts Here.