Mass Interview - Personal Financial Consultant (Melaka)

OCBC; Malacca City; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player in wealth management is seeking motivated individuals to join their dynamic team. This role offers a unique opportunity to embark on a rewarding career in Consumer Banking & Wealth Management, where you will provide comprehensive banking solutions and foster long-term relationships with clients. You will be empowered to showcase your critical thinking and innovative ideas while gaining hands-on experience in a supportive environment. Fresh graduates are encouraged to apply, making this an ideal opportunity for those looking to kickstart their careers in finance and sales.

Benefits

Monthly, quarterly and annual payouts

Career growth opportunities

Comprehensive training programs

Qualifications

• Bachelor's degree in any field from an accredited university.
• Interest in financial planning, investment, and sales.

Responsibilities

• Provide one-stop banking solutions and financial advisory to customers.
• Proactively manage and build long-term customer relationships.

Skills

Interpersonal Skills

Communication Skills

Financial Planning

Sales Skills

Education

Bachelor’s Degree

Job description

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands-on assignment, as well as exposure to the real-world challenges in Consumer Banking & Wealth Management.

We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

Job Highlights:

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

Job Responsibilities:

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

Job Requirements:

• Bachelor’s degree in any field from an accredited university/college.
• Interest in financial planning, investment, and sales.
• 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.) are an added advantage.
• Fresh graduates are encouraged to apply.