CrawlJobs Logo

Mortgage Relationship Manager

Malaysia, Kuala Lumpur 2500.00 RM / Month · Job Posted June 15, 2026
Apply Position
Job Link Share

Job Responsibility

  • Hunt for new-to-bank (NTB) mortgage customers to consistently meet and exceed monthly loan sales and disbursement targets
  • Manage the end-to-end mortgage financing lifecycle: from initial financial consultation and loan package structuring to formal application submission, credit approval ing, and final loan disbursement
  • Conduct thorough financial analysis, including calculating Debt Service Ratios (DSR) and evaluating borrower risk parameters, to structure applications for optimal approval chances
  • Build, nurture, and maintain strong, proactive partnerships with external stakeholders, including real estate developers, property agencies, lawyers, and valuers, to secure a steady pipeline of referral business
  • Actively participate in property roadshows, property launches, and end-financing projects to capture market share
  • Capitalize on mortgage origination conversations to increase the bank’s product-holding per customer
  • Cross-sell complementary retail banking and wealth products, including Current and Savings Accounts (CASA), Fixed Deposits, Credit Cards, and Personal Loans
  • Ensure comprehensive client protection by actively cross-selling mortgage insurance products, such as Mortgage Reducing Term Assurance (MRTA) / Mortgage Reducing Term Takaful (MRTT)
  • Ensure absolute compliance with all banking regulations, statutory requirements, and internal standard operating procedures (SOPs)
  • Strictly adhere to Credit Policy guidelines, Know Your Customer (KYC) protocols, and Anti-Money Laundering/Counter-Terrorism Financing (AML/CTF) regulations
  • Package high-quality, accurate loan documentation to optimize credit underwriting turn-around times and minimize processing rejections
  • Deliver top-tier customer service throughout the lending process to build long-term loyalty and prompt client-led referrals
  • Handle client inquiries, complaints, and financing challenges professionally and efficiently

Requirements

  • Minimum of 2–5 years of proven sales experience ideally within banking or financial services
  • Bachelor’s Degree in Finance, Business Administration, Economics, or a related discipline
  • Possession of professional industry licenses is highly advantageous (e.g., Pre-Contract Examination for Insurance Agents (PCE), Takaful Basic Examination (TBE), and Federation of Investment Managers Malaysia (FIMM) licenses)
  • Strong credit financial acumen with excellent knowledge of mortgage products, legal property documentation, and valuation practices
  • Exceptional interpersonal, negotiation, and persuasive communication skills
  • Self-driven and highly resilient under target-driven pressures
  • Fluency in English and Bahasa Malaysia is required
  • Professional proficiency in Mandarin or local dialects (such as Cantonese) is highly beneficial

Nice to have

  • Professional proficiency in Mandarin or local dialects (such as Cantonese)
  • Possession of professional industry licenses (PCE, TBE, FIMM)

What we offer

  • great commision
  • attractive package

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Mortgage Relationship Manager

8 matching positions

Relationship Manager (Mortgage)

Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
60000.00 - 96000.00 MYR / Year
https://www.randstad.com Logo
Randstad
Expiration Date
July 04, 2026
Flip Icon
Requirements
Requirements
  • Fresh graduates are welcome to apply
  • Alternatively, candidates with at least 1 year of experience in mortgage sales, real estate, or property agencies are highly preferred
  • For the Klang Valley region, we strongly encourage candidates with any B2B or B2C sales experience and a experienced to apply
  • Exceptional communication, negotiation, and selling skills, coupled with a strong flair for client relationship management
  • Relevant bachelor degree
Job Responsibility
Job Responsibility
  • Achieve and exceed monthly mortgage sales targets while onboarding clients
  • Actively cross-sell related home insurance products, including MRTA and MRTT
  • Proactively identify and develop new business pipelines by establishing strategic alliances with real estate agents, property developers, mortgage brokers, and lawyers
  • Conduct comprehensive financial needs analyses to recommend the most suitable mortgage products for individual customer requirements
  • Cultivate and maintain strong, long-term relationships with clients and key industry partners
  • Stay updated on current property market trends and regulatory changes, ensuring all sales activities strictly adhere to bank policies and lending guidelines
  • Fulltime
!
Read More
Arrow Right

Client Relationship Manager (Mortgage & Lending)

Our client, a fast growing specialist lending firm with a high performing team, ...
Location
Location
United Kingdom , Manchester
Salary
Salary:
35000.00 GBP / Year
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have proven client facing experience as a Mortgage Advisor or in a very similar role
  • Strong knowledge of the mortgage market, ideally including buy-to-let and/or complex lending
  • Experience sourcing lenders and managing cases end-to-end
Job Responsibility
Job Responsibility
  • Manage client relationships from initial enquiry through to completion
  • Act as a single point of contact, combining advisory, relationship management, and administrative responsibilities
  • Handle warm inbound leads provided by the business
  • Source suitable lenders and products across buy-to-let and complex lending cases (including development finance)
  • Package and manage cases through to completion, ensuring a smooth client journey
  • Maintain high levels of client service and communication throughout the process
  • Work collaboratively within a multi-skilled team where all members contribute across the full client lifecycle
What we offer
What we offer
  • Competitive basic salary up to £35,000
  • Bi-annual bonus
  • Hybrid working
  • Exposure to complex and specialist lending cases
  • Fulltime
Read More
Arrow Right
New

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...
Location
Location
United States , Franklin, Massachusetts; Milford, Massachusetts
Salary
Salary:
83000.00 - 104000.00 USD / Year
citizensbank.com Logo
Citizens Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree (preferred)
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience
  • Experience working with affluent and high net worth clients
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
  • Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
  • Demonstrated success in a client-centric, initiative-taking sales environment
  • Experience establishing and maintaining relationships with clients and internal partners
  • Knowledge of industry regulatory requirements to ensure a sound control environment
  • Excellent written and verbal communication skills
Job Responsibility
Job Responsibility
  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
  • Provide exceptional, high-touch client experiences
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
  • Leverage Salesforce CRM to track activity
What we offer
What we offer
  • Comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs
  • Fulltime
Read More
Arrow Right

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...
Location
Location
United States , Boston
Salary
Salary:
83000.00 - 104000.00 USD / Year
citizensbank.com Logo
Citizens Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (preferred)
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience
  • Experience working with affluent and high net worth clients
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
  • Demonstrated success in a client-centric, initiative-taking sales environment
  • Experience establishing and maintaining relationships with clients and internal partners
  • Knowledge of industry regulatory requirements to ensure a sound control environment
  • Excellent written and verbal communication skills
Job Responsibility
Job Responsibility
  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
  • Provide exceptional, high-touch client experiences
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
  • Leverage Salesforce CRM to track activity
What we offer
What we offer
  • Comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs
  • Fulltime
Read More
Arrow Right

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...
Location
Location
United States , Exton; Phoenixville
Salary
Salary:
Not provided
citizensbank.com Logo
Citizens Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree (preferred)
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience
  • Experience working with affluent and high net worth clients
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
  • Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
  • Demonstrated success in a client-centric, initiative-taking sales environment
  • Experience establishing and maintaining relationships with clients and internal partners
  • Knowledge of industry regulatory requirements to ensure a sound control environment
  • Excellent written and verbal communication skills
Job Responsibility
Job Responsibility
  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
  • Provide exceptional, high-touch client experiences
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
  • Leverage Salesforce CRM to track activity
What we offer
What we offer
  • competitive pay
  • comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs
  • Fulltime
Read More
Arrow Right

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...
Location
Location
United States , Southampton; Levittown; Bensalem
Salary
Salary:
Not provided
citizensbank.com Logo
Citizens Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree (preferred)
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience
  • Experience working with affluent and high net worth clients
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
  • Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
  • Demonstrated success in a client-centric, initiative-taking sales environment
  • Experience establishing and maintaining relationships with clients and internal partners
  • Knowledge of industry regulatory requirements to ensure a sound control environment
  • Excellent written and verbal communication skills
Job Responsibility
Job Responsibility
  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
  • Provide exceptional, high-touch client experiences
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
  • Leverage Salesforce CRM to track activity
What we offer
What we offer
  • Competitive pay
  • Comprehensive medical, dental and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Fulltime
Read More
Arrow Right

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...
Location
Location
United States , Alliance, Ohio; North Canton, Ohio; Canton, Ohio
Salary
Salary:
83000.00 - 104000.00 USD / Year
citizensbank.com Logo
Citizens Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (preferred)
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience
  • Experience working with affluent and high net worth clients
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
  • Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
  • Demonstrated success in a client-centric, initiative-taking sales environment
  • Experience establishing and maintaining relationships with clients and internal partners
  • Knowledge of industry regulatory requirements to ensure a sound control environment
  • Excellent written and verbal communication skills
Job Responsibility
Job Responsibility
  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
  • Provide exceptional, high-touch client experiences
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
  • Leverage Salesforce CRM to track activity
What we offer
What we offer
  • Comprehensive medical, dental and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Fulltime
Read More
Arrow Right

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...
Location
Location
United States , Royal Oak; Southfield; Birmingham
Salary
Salary:
Not provided
citizensbank.com Logo
Citizens Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (preferred)
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience
  • Experience working with affluent and high net worth clients
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
  • Demonstrated success in a client-centric, initiative-taking sales environment
  • Experience establishing and maintaining relationships with clients and internal partners
  • Knowledge of industry regulatory requirements to ensure a sound control environment
  • Excellent written and verbal communication skills
Job Responsibility
Job Responsibility
  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
  • Provide exceptional, high-touch client experiences
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
  • Leverage Salesforce CRM to track activity
What we offer
What we offer
  • competitive pay
  • comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs
  • Fulltime
Read More
Arrow Right