Mortgage Advisor

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

  • Job description

Some careers have more impact than others.


If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.


HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories.

We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.


Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets.

Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.


We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of
Mortgage Advisor, working together with colleagues to define, manage and achieve divisional business targets.


Principal Responsibilities:

  • To perform verification of customer information included personal details, income declaration and payment capacity prior submission via recorded telephone.
  • To ensure all customer documents is in order prior submission and follow up with customer on additional required information during sales process.
  • Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of respond either face to face or at the telephone.
Requirements

  • A university degree is preferred for this role as it involves analytical capacity and quick and measured responses on a daily basis.
  • Must be meticulous, detailed and must be strong in written English to be able to present findings and recommendation from a Quality Assurance perspective.
  • Advanced computer skills in Excel, Power point and word is the key requirement for this role.

Opening up a world of opportunity.
Issued by HSBC Bank Malaysia Berhad
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