Personal Banker - Wealth

OCBC Malaysia; Kepong; On-site; MYR 30,000 - 54,000; Full time

Benefits offered by this job

Annual Leave

Medical Insurance

Attractive Incentive Scheme

Recognition & incentive trips

Wealth Academy

Structured career progression

Guided advisory and specialist support

Job summary

OCBC Malaysia is seeking graduates or professionals to deliver comprehensive banking solutions and financial advisory to a diverse customer base. The role emphasizes cross-selling, relationship building, and post-sale support in a busy consumer finance environment.

The ideal candidate has a bachelor’s degree, strong communication and interpersonal skills, and a genuine interest in sales and financial planning.

Qualifications

• Bachelor’s degree in any field from an accredited university / college.
• Interest in financial planning, investment and in sales.
• Fresh graduates are encouraged to apply.
• Good interpersonal and communication skills; able to deliver high quality customer service.
• Possess a valid driving license & own transport.

Responsibilities

• Provide one-stop banking solutions to 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 the relevant policies, regulatory risk and compliance matters.

Skills

Customer service

Interpersonal skills

Sales-oriented

Communication skills

Education

Bachelor's degree

Job description

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.

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 supp

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. Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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.

We are the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly‑owned subsidiary, Bank of Singapore, which operates on a unique open‑architecture product platform to source for the best‑in‑class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.