Graduate Private Wealth Advisor

OCBC; Petaling Jaya; On-site; MYR 39,000 - 58,000; Full time

Job summary

OCBC Malaysia is seeking graduates for a Group Consumer Financial Services role to deliver one-stop banking solutions and professional financial advisory. You will cross-sell products, manage relationships, and perform sales visits while ensuring compliance with policies and regulations.

Fresh graduates are encouraged to apply; a valid driving license and transport are preferred, and certifications (PCE/CEILI/CUTE) are a plus.

Qualifications

• Bachelor’s degree in any field from an accredited university/college.
• Interest in financial planning, investment and sales.
• Preferably with at least 1 year of sales or service experience.
• Good interpersonal and communication skills; able to deliver high-quality customer service.
• Possess a valid driving license and own transport.
• Licences/certifications (PCE, CEILI, CUTE, etc.) are a plus.
• Fresh graduates are encouraged to apply.

Responsibilities

• Provide one-stop banking solutions to customers.
• Provide financial advisory, promote 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 and provide after-sales follow-up.
• Ensure adherence to relevant policies, regulatory risk and compliance matters.

Skills

Interpersonal skills

Communication skills

Sales experience

Customer service

Education

Bachelor's degree in any field

Job description

OCBC Malaysia is seeking graduates for a Group Consumer Financial Services role to deliver one-stop banking solutions and professional financial advisory. You will cross-sell products, manage relationships, and perform sales visits while ensuring compliance with policies and regulations.

Fresh graduates are encouraged to apply; a valid driving license and transport are preferred, and certifications (PCE/CEILI/CUTE) are a plus.