Property Financing Expert, Financial Advisor

1 week ago


Klang, Selangor, Malaysia MBSB Bank Berhad Full time
About the Role

As a Financial Advisor – Property Financing, you will play a critical role in driving revenue growth and positioning MBSB as a leading player in the market.

  1. Marketing Strategies: Develop and execute marketing plans to attract new customers for mortgage products.
  2. Sales Activities: Participate in roadshows, property fairs, and sales launches to promote mortgage offerings.
  3. Partnership Development: Establish strong relationships with developers, solicitors, financial institutions, and relevant authorities.
  4. Customer Liaison: Act as the main contact between the bank and customers. Gather required documents, conduct property inspections, and provide updates on loan applications.
  5. Mortgage Loan Process: Handle end-to-end mortgage loan processes, including verification, compilation, and preparation of necessary documentation.
  6. Application Follow-Up: Ensure timely submission of applications and follow up with internal teams and customers until disbursement is completed.
  7. Data Management: Conduct proper Know Your Customer (KYC) checks to ensure accurate customer and partner data.
  8. Product Promotion: Advise customers on suitable mortgage products and promote other financial solutions offered by the bank.
  9. Customer Support: Assist existing customers with servicing issues and maintain high service standards.
  10. Regulatory Compliance: Adhere to internal policies, procedures, and regulatory requirements to ensure quality service and operational efficiency.
  11. Industry Awareness: Stay updated on industry developments, BNM regulations, and banking trends.

Responsibilities

The successful candidate will have a strong track record in client acquisition, loan approvals, and meeting sales targets.



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