Mortgage Advisor, Puchong (Puchong, Kuala Lumpur, 10, MY, 47100)

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: SalesExperience: 3-5 yearsSkills: ["Stakeholder management","Attention to detail","Problem-solving","Independent work","Results orientation"]

Drive mortgage sales within HSBC’s International Wealth and Personal Banking team by meeting performance expectations and executing tactical plans to source new affluent customers. Deliver impactful client presentations, provide needs-based conversations, and manage escalated complaints while maintaining accurate end-to-end documentation. Act as the governance point for referred mortgage cases, ensuring adherence to processes, controls, and applicable regulatory requirements.

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FursaFursa
HSBC
HSBC
14 hours ago

Mortgage Advisor, Puchong (Puchong, Kuala Lumpur, 10, MY, 47100)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Drive mortgage sales within HSBC’s International Wealth and Personal Banking team by meeting performance expectations and executing tactical plans to source new affluent customers. Deliver impactful client presentations, provide needs-based conversations, and manage escalated complaints while maintaining accurate end-to-end documentation. Act as the governance point for referred mortgage cases, ensuring adherence to processes, controls, and applicable regulatory requirements.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Achieve performance expectations and support the mobile sales business to contribute to the bottom line.
  • •Build a high-performance sales culture and execute tactical action plans to source clients and grow affluent customer segments.
  • •Conduct client presentations, run needs-based conversations, and foster relationships with high-potential customers.
  • •Serve as the governance point for referred mortgage cases, ensuring end-to-end case quality, documentation completeness, and adherence to processes and controls.
  • •Safeguard the bank by identifying, mitigating, and escalating operational, conduct, fraud, financial crime, and reputational risks, and manage escalated complaints within timelines and standards.

Key Requirements

  • •3–5 years’ experience in banking sales, preferably mortgages.
  • •Strong stakeholder management to partner with internal teams and external introducers/agents for referrals.
  • •Strong governance and attention to detail to follow, document, and complete end-to-end sales processes accurately.
  • •Proven ability to deliver tactical sales plans and solve problems effectively.
  • •Self-driven and comfortable working independently across multiple teams and external parties.
Experience:3-5 yearsBankingMortgages
Skills:Stakeholder managementAttention to detailProblem-solvingIndependent workResults orientation

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn