Personal Financial Consultant - Kluang

OCBC; Kluang; On-site; MYR 36,000 - 60,000; Full time

Job summary

Join a leading Wealth Management Bank as a Financial Advisor, where you'll provide comprehensive banking solutions and financial advisory services. This role offers a rewarding environment with opportunities for career growth, ideal for those passionate about finance and customer service.

Benefits

Monthly, quarterly and annual payouts

Qualifications

• Interest in financial planning and investment.
• Fresh graduates encouraged to apply.

Responsibilities

• Provide one-stop banking solutions to customers.
• Promote and cross-sell financial products.
• Manage and build long-term customer relationships.

Skills

Interpersonal Skills

Communication Skills

Customer Service

Education

Bachelor’s Degree

Job description

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

Job Highlights:

• Be part of one of the Best Wealth Management Bank
• Have fun & be rewarded with monthly, quarterly and annual payout.

Job Responsibilities:

• To provide “one-stop” banking solutions to our customers.
• To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
• To proactively manage and build long term customer relationship
• To provide good after-sales and conduct sales visits to potential customers within the vicinity
• Ensure adherence to the relevant policies, regulatory risk and compliance matters

Job Requirements:

• Bachelor’s degree, in any field, from an accredited university / colleges
• Possess interest in financial planning, investment and in sales.
• Possess good interpersonal and communication skills; able to deliver high quality customer service
• Possess a valid driving license & own transport.
• License and relevant certifications (PCE, CEILI, CUTE etc) is an added advantage
• Fresh graduates are encouraged to apply