Graduate Private Wealth Advisor

OCBC Bank; Johor Bahru; On-site; MYR 36,000 - 60,000; Full time

Job summary

OCBC Bank in Malaysia's Group Consumer Financial Services unit invites fresh graduates to join as a Financial Services Advisor, providing one-stop banking solutions and financial advisory services.

You will develop customer relationships, cross-sell financial products, and pursue a rewarding career in consumer banking and wealth management while ensuring compliance and quality service.

Qualifications

• Bachelor’s degree in any field from an accredited university/college.
• Interest in financial planning, investment and sales.
• Fresh graduates encouraged to apply; strong interpersonal and communication skills required.

Responsibilities

• Provide one-stop banking solutions to customers.
• Provide financial advisory and cross-sell a range of financial products and services.
• Proactively manage and build long-term customer relationships.
• Conduct sales visits to potential customers within the vicinity.
• Ensure adherence to relevant policies, regulatory risk and compliance matters.

Skills

Interpersonal skills

Communication skills

Customer service

Selling/Advisory

Financial planning interest

Education

Bachelor’s degree

Job description

OCBC Bank in Malaysia's Group Consumer Financial Services unit invites fresh graduates to join as a Financial Services Advisor, providing one-stop banking solutions and financial advisory services.

You will develop customer relationships, cross-sell financial products, and pursue a rewarding career in consumer banking and wealth management while ensuring compliance and quality service.