Personal Banker / Personal Financial Consultant - Alor Setar

OCBC Bank; Alor Setar; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Banker/Personal Financial Consultant in Alor Setar. This role offers a unique opportunity to engage with customers, providing tailored banking solutions and financial advisory services. You will build lasting relationships while ensuring compliance with banking regulations. Ideal for aspiring graduates, this position promises a dynamic career path in Consumer Banking and Wealth Management, where your innovative ideas and critical thinking will shine. Join a forward-thinking team and make a significant impact in the financial services sector.

Qualifications

• Bachelor’s degree in any field from an accredited university.
• Interest in financial planning and investments.

Responsibilities

• Provide comprehensive banking solutions to customers.
• Build and maintain long-term customer relationships.

Skills

Interpersonal Skills

Communication Skills

Sales Experience

Customer Service

Financial Planning

Education

Bachelor’s Degree

Tools

Financial Products Knowledge

Relevant Certifications (PCE, CEILI, CUTE)

Job description

Job Description - Personal Banker / Personal Financial Consultant - Alor Setar (2500006N)

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services division serves nearly 3 million customers across Singapore, Malaysia, Indonesia, and China. In Malaysia, we cater to high net worth, premier, and emerging affluent individuals through our private banking, wealth management, and affluent banking services.

In CFS, we offer an accelerated career path for aspiring graduates to become future leaders. This role provides a comprehensive, hands-on experience and exposure to real-world challenges in Consumer Banking & Wealth Management. It is an opportunity to demonstrate critical thinking, showcase innovative ideas, and develop personal and professional skills.

Responsibilities

1. Provide comprehensive banking solutions to customers.
2. Offer financial advisory services and promote a range of financial products and services.
3. Build and maintain long-term customer relationships.
4. Conduct sales visits and provide after-sales support within the local area.
5. Ensure compliance with relevant policies, regulations, and risk management standards.

Qualifications

• Bachelor’s degree in any field from an accredited university or college.
• Interest in financial planning, investments, and sales.
• Preferably at least 1 year of sales or customer service experience.
• Excellent interpersonal and communication skills, with the ability to deliver high-quality customer service.
• Valid driving license and own transportation.
• Relevant certifications (PCE, CEILI, CUTE, etc.) are an advantage.
• Fresh graduates are encouraged to apply.