One-Stop Banking & Wealth Advisor

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

Job summary

A leading financial services provider in Negeri Sembilan is seeking an aspiring graduate for a role in Consumer Financial Services. The position involves providing comprehensive banking solutions, promoting financial products, and building customer relationships. Candidates with a Bachelor's degree, good interpersonal skills, and sales experience are preferred. Fresh graduates are encouraged to apply, and a valid driving license is required.

Qualifications

• Bachelor’s degree from an accredited university.
• Interest in financial planning and sales.
• Minimum 1 year experience in sales or service is preferred.
• Good interpersonal and communication skills.
• Possess a valid driving license & own transport.

Responsibilities

• Provide 'one-stop' banking solutions to customers.
• Promote and cross-sell financial products and services.
• Manage and build long-term customer relationships.
• Conduct sales visits to potential customers.
• Ensure adherence to policies and compliance matters.

Skills

Financial planning

Interpersonal skills

Customer service

Sales experience

Education

Bachelor’s degree

Job description

A leading financial services provider in Negeri Sembilan is seeking an aspiring graduate for a role in Consumer Financial Services. The position involves providing comprehensive banking solutions, promoting financial products, and building customer relationships. Candidates with a Bachelor's degree, good interpersonal skills, and sales experience are preferred. Fresh graduates are encouraged to apply, and a valid driving license is required.