Personal Banking Growth & Wealth Advisor

OCBC company; Batu Pahat; On-site; MYR 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

A leading financial services provider in Malaysia is seeking a Personal Financial Consultant to manage client portfolios and provide tailored financial solutions. The role involves building relationships, driving sales growth, and delivering exceptional customer experiences. Candidates should possess a degree and at least three years of experience in banking or finance. The position offers a competitive salary and benefits, along with opportunities for professional development.

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Ability to build rapport with customers from diverse backgrounds.
• Proven track record of achieving sales targets.

Responsibilities

• Manage a portfolio of high-value customers and identify growth opportunities.
• Provide expert advice on investment, insurance, and banking products.
• Collaborate with stakeholders for seamless customer experiences.

Skills

Strong communication

Interpersonal skills

Sales and relationship-building

Investment product knowledge

Education

Degree in banking, finance, or related field

Job description

A leading financial services provider in Malaysia is seeking a Personal Financial Consultant to manage client portfolios and provide tailored financial solutions. The role involves building relationships, driving sales growth, and delivering exceptional customer experiences. Candidates should possess a degree and at least three years of experience in banking or finance. The position offers a competitive salary and benefits, along with opportunities for professional development.