Mortgage Advisor

Company Description CIMB Group is a leading ASEAN universal bank and one of the largest Asian investment and Islamic banks, providing a wide range of financial products and services. Headquartered in Kuala Lumpur, Malaysia, CIMB offers consumer, commercial, wholesale, Islamic banking, and asset management solutions. As the fifth largest banking group in ASEAN, the organization employs over 36,000 team members across 16 locations in ASEAN, Asia, and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM, reflecting a strong commitment to financial security and regulatory standards. Team members benefit from working in a dynamic regional environment with opportunities for professional growth.

Role Description This is a full-time, on-site Mortgage Advisor role based in Cheras. The Mortgage Advisor will guide customers through the end-to-end mortgage process, including assessing needs, explaining product options, and recommending suitable mortgage solutions in line with regulatory and internal policies. Responsibilities include conducting financial assessments, preparing and processing mortgage applications, coordinating documentation, and following up to ensure timely approvals and completions. The role involves monitoring market trends, supporting mortgage marketing activities, and working closely with branch and product teams to achieve sales and service targets. The Mortgage Advisor is expected to maintain high standards of customer experience, provide clear and compliant advice, and build long-term relationships with clients.

Qualifications

• Candidates should possess strong knowledge of Mortgages and Mortgage Marketing to advise on products and contribute to sales and outreach activities.
• Candidates should possess skills in Finance and Financial Planning to assess client affordability, structure suitable solutions, and explain financial implications clearly.
• Candidates should possess relevant professional accreditation such as being CeMap Qualified or holding equivalent mortgage advisory certifications, where applicable.
• Candidates should possess excellent communication and interpersonal skills to engage diverse customers and explain complex information in an accessible manner.
• Candidates should possess strong analytical abilities, attention to detail, and sound judgment to ensure accurate documentation and compliant recommendations.
• Candidates should possess proficiency in basic office and banking systems, with prior experience in retail banking or mortgage advisory considered an advantage.
• A diploma or degree in finance, business, economics, or a related field is beneficial, along with a commitment to ongoing learning and adherence to ethical standards.