Entry-Level Wealth Advisor & Financial Planning

OCBC; Subang Jaya; On-site; MYR 30,000 - 50,000; Full time

Benefits offered by this job

Monthly, quarterly and annual payouts

Career development opportunities

Job summary

OCBC in Subang Jaya, Malaysia is seeking individuals for a role in Consumer Banking & Wealth Management. The position focuses on providing comprehensive banking solutions and financial advisory services to manage long-term customer relationships. Applicants should have a Bachelor's degree and good communication skills. The role encourages fresh graduates and offers a rewarding career path with various monetary incentives.

Qualifications

• 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.

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 relationships.
• To provide good after-sales and conduct sales visits to potential customers.

Skills

Interpersonal skills

Communication skills

Customer service orientation

Interest in financial planning

Sales skills

Education

Bachelor’s degree

Job description

OCBC in Subang Jaya, Malaysia is seeking individuals for a role in Consumer Banking & Wealth Management. The position focuses on providing comprehensive banking solutions and financial advisory services to manage long-term customer relationships. Applicants should have a Bachelor's degree and good communication skills. The role encourages fresh graduates and offers a rewarding career path with various monetary incentives.