Personal Banking Growth Advisor

OCBC; Negeri Sembilan; On-site; MYR 47,000 - 89,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning and development opportunities

Equal opportunity

Fair employment

Job summary

OCBC, Malaysia, invites applications for a Personal Financial Consultant to build lasting relationships with customers and help them reach financial goals. You will provide expert advice on investments, insurance, and banking products, and tailor solutions to individual needs.

As a Personal Banking Relationship Manager, you will develop strategies to grow customer wealth, stay informed on market trends, and collaborate with internal teams to deliver seamless service.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills with a track record of achieving targets and growing customer relationships.
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth.
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs.
• Develop and execute sales strategies to achieve business targets and expand your customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.
• Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise.

Skills

Relationship building

Sales skills

Communication skills

Customer service

Networking

Education

Bachelor's degree in Finance/Banking

Job description

OCBC, Malaysia, invites applications for a Personal Financial Consultant to build lasting relationships with customers and help them reach financial goals. You will provide expert advice on investments, insurance, and banking products, and tailor solutions to individual needs.

As a Personal Banking Relationship Manager, you will develop strategies to grow customer wealth, stay informed on market trends, and collaborate with internal teams to deliver seamless service.