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Mortgage Loan Specialist - Klang Valley, Kota Kinabalu or Kuching

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This job is for a Mortgage Loan Specialist who provides financial advisory services and promotes wealth products. You might like this job because it offers an accelerated career path and exposure to real-world challenges in Consumer Banking & Wealth Management.

Undisclosed

kuala lumpur

Full-Time

Job Description

 

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands-on assignment, as well as exposure to the real-world challenges in Consumer Banking & Wealth Management. We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

We are looking for Mortgage Loan Specialist to provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include loan, insurance and unit trusts.

Job Description:

  • Responsible for the growth of mortgage loan business while providing loan advisory and solutions to meet the property financing needs of customers.
  • Promote and cross-sell a comprehensive range of financial products and services, focusing on wealth products that include insurance and unit trusts.
  • Acquire Premier Banking and new to bank customers.
  • Optimize customer interaction to deliver sales results and client engagement activities.
  • Ensure adherence to the relevant policies, regulatory risks and compliance matters.

Job Requirements

Job Requirement:

  • Possess bachelor’s degree in any field from an accredited university/college.
  • Preferably with 2-3 years sales experience and proven good track record in Financial Institutions and client relationship experience.
  • Possess at least license of PCE & CEILE. FIMM will be an added advantage.
  • Strong communication, client focus and influencing skills.
  • Strong sales orientation, networking, and portfolio management skills.

Skills

Mortgage Loans
Loans
Sales
Banking
Retail Banking

Company Benefits

Health, protection & wellness

Health screening Medical leave & budget Dental/Optical Insurance coverage Employee Assistance Programme

Varied leave

Vacation leave CSR leave Family leave Maternity/Paternity leave Adoption leave Exam leave Career break leave Compassionate leave

Leisure perks

Holiday facilities Recreation Club activities

Growing a sustainable business

Build a low carbon future through - Responsible financing - Sustainable financing & investing


Additional Info

Company Activity

Last active - few hours ago

Experience Level

1 - 3 Years of Experience

Career Level

Junior Executive

Job Specialisation

Financial Services & Banking, General Sales, Others


Company Profile

OCBC Bank-logo-image

OCBC Bank

OCBC, Singapore’s longest established bank, we’ve been helping people and businesses get what they want from life 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. Embracing technology and creativity to become a future-ready learning organisation. But for all that change, the entire focus of our organisation remains to be Simply Spot On. In everything we
do.

And so whether you want innovate needs-based 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.