Personal Banking - AM

OCBC; Malacca City; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading financial institution in Asia is seeking candidates to provide one-stop banking solutions and promote financial products. The ideal candidate must have a Bachelor's degree and strong interest in financial planning. You will manage customer relationships and ensure compliance. This position offers a competitive salary and a suite of benefits in a dynamic environment.

Benefits

Competitive base salary

Holistic, flexible benefits

Professional development opportunities

Qualifications

• Bachelor’s degree in any field from an accredited institution.
• Interest in financial planning, investment, and sales.
• Good interpersonal and communication skills for quality customer service.

Responsibilities

• Provide one-stop banking solutions to customers.
• Promote and cross-sell a range of financial products.
• Manage and build long-term customer relationships.

Skills

Financial advisory

Sales skills

Customer service

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.

Responsibilities & Opportunities

• 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 and conduct sales visits to potential customers within the vicinity.
>Ensure adherence to the relevant policies, regulatory risk and compliance matters.

Qualifications

• Bachelor’s degree, in any field, from an accredited university/college.
• Interest in financial planning, investment, and sales.
• Preferably with minimum 1 year experience in sales or service experience.
• Good interpersonal and communication skills; able to deliver high quality customer service.
• Valid driving licence & own transport.
• License and relevant certifications (PCE, CEILI, CUTE etc.) is an added advantage.

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.