Company Description Maybank Group is a leading financial services provider in Malaysia, serving consumers, investors, entrepreneurs, non-profit organizations, and corporations. The Group has an extensive international presence, operating over 2,400 branches and offices in 20 countries, with more than 44,000 employees supporting over 22 million customers. As the only regional bank with a presence in all 10 ASEAN countries (as of November 2016), Maybank focuses on innovation, customer value, and synergies across its diverse businesses. The organization is committed to developing talent, strengthening its leadership pipeline, and enhancing productivity through effective IT operations and performance management. Maybank and Maybank Islamic are members of PIDM in Malaysia, reinforcing the Group's strong governance and customer protection standards.
Role Description This is a full-time, on-site Mortgage Advisor role based in Kuala Lumpur. The Mortgage Advisor will guide customers through the end-to-end home financing process, including assessing borrowing needs, explaining mortgage products, and recommending suitable solutions aligned with customers financial goals. The role involves conducting detailed affordability assessments, preparing and processing loan applications, and ensuring compliance with internal policies and regulatory requirements. The Mortgage Advisor will collaborate closely with branch staff and other stakeholders to drive mortgage sales, support marketing initiatives, and provide excellent customer service before and after loan approval. The position requires maintaining accurate records, monitoring application status, and proactively following up to ensure a smooth customer experience.
Qualifications
- Strong expertise in Mortgages and Mortgage Marketing, with the ability to advise on a range of home financing products.
- Solid understanding of Finance and Financial Planning, including affordability assessments and long-term financial implications for customers.
- CeMAP qualification or equivalent mortgage advisory certification is highly preferred.
- Previous experience in retail banking, mortgage advisory, or related financial services roles is beneficial.
- Excellent communication and interpersonal skills, with the ability to explain complex information clearly and build trust with diverse customers.
- Strong analytical, problem-solving, and numeracy skills, with attention to detail and accuracy in documentation.
- Ability to work in a fast-paced branch environment, meet sales and service targets, and collaborate effectively within a team.
- Bachelor's degree in Finance, Business, Economics, or a related field, or equivalent professional experience.
