Personal Banker - Wealth

OCBC Group; Kepong; On-site; MYR 48,000 - 72,000; Full time

Benefits offered by this job

Annual leave

Medical & insurance

Attractive incentive scheme

Recognition trips

Wealth Academy

Career progression

Advisory support

Job summary

OCBC Malaysia in Kepong is seeking a Personal Banker - Wealth to provide one-stop banking solutions and financial advisory to high-net-worth, premier and affluent customers. You will cross-sell a comprehensive range of financial products and build long-term relationships with clients in a dynamic consumer banking environment.

Applicants should have a Bachelor’s degree, an interest in financial planning, and strong communication skills; a driving license is preferred.

Qualifications

• Bachelor’s degree from an accredited university/college.
• Interest in financial planning, investment and sales.
• Fresh graduates encouraged to apply; 1 year sales or service experience preferred.
• Good interpersonal and communication skills; driving license is an added advantage.

Responsibilities

• Provide one-stop banking solutions to customers.
• Provide financial advisory and promote cross-selling of products and services.
• Proactively manage and build long-term customer relationships.
• Conduct sales visits within the vicinity and perform after-sales follow-up.
• Ensure adherence to policies, regulatory risk and compliance matters.

Skills

Financial planning

Sales

Customer service

Interpersonal skills

Driving license

Communication

Education

Bachelor's degree

PCE/CEILI/CUTE certifications

Job description

## Personal Banker - WealthApplyremote type: Onsitelocations: OCBC Malaysia, Kepongtime type: Full timeposted on: Posted Todayjob requisition id: JR00009025# **WHO WE ARE:**As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.Your Opportunity Starts Here.# Personal Banker - Wealth 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 Responsibilities:* To provide “one-stop” banking solutions to our customers.* To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.* To proactively manage and build long term customer relationship.* To provide good after-sales and conduct sales visits to potential customers within the vicinity.* Ensure adherence to the relevant policies, regulatory risk and compliance matters.Job Requirements:* Bachelor’s degree, in any field, from an accredited university / colleges.* Possess interest in financial planning, investment and in sales.* Preferably with minimum 1 year experience in sales or service experience.* Possess 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) is an added advantage.* Fresh graduates are encouraged to apply.Benefits:* Annual Leave, medical and insurance coverage* Attractive Incentive scheme* Recognition & incentive trips* Wealth Academy* Structured career progression* Guided advisory and specialist support# # # **What we offer:**Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.