Personal Banking - AM

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

Job summary

OCBC, Singapore’s longest established bank, invites you to join as a Financial Advisor. This role involves providing comprehensive banking solutions, managing customer relationships, and delivering high-quality service. If you possess a Bachelor's degree and have a passion for financial planning, apply to help build the bank of the future.

Benefits

Competitive base salary

Holistic, flexible benefits

Professional development opportunities

Community initiatives

Qualifications

• Possess interest in financial planning and investment.
• Preferably with minimum 1 year experience in sales or service.
• Possess a valid driving license & own transport.

Responsibilities

• Provide one-stop banking solutions to customers.
• Manage and build long-term customer relationships.
• Conduct sales visits to potential customers.

Skills

Interpersonal skills

Communication skills

Customer service

Education

Bachelor's degree

Tools

PCE

CEILI

CUTE

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.

• 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.
• 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.
  
  

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.