Mortgage Advisor - AVP

OCBC Group; Singapore; On-site; SGD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive base salary

Professional development opportunities

Equal opportunity

Job summary

OCBC Group is seeking a Mortgage Advisor to guide customers through the home financing journey with expert advice and tailored solutions. You will collaborate with internal teams to ensure smooth applications and deliver exceptional service, helping clients achieve their home ownership goals.

The role emphasizes building lasting customer relationships, staying informed on market trends, and meeting sales targets in a dynamic, customer-centric environment.

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 aptitude

Analytical skills

Education

Degree or Diploma

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

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

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.