Personal Banking & Wealth Advisor

OCBC; Kuantan; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

A leading financial institution in Kuantan is seeking a Personal Financial Consultant to manage high-value customer portfolios and provide tailored financial solutions. This role involves building strong relationships, delivering expert advice on investment and banking products, and collaborating with internal teams to enhance customer experiences. Successful candidates will have a degree and at least 3 years of relevant experience. Competitive salary and benefits are offered.

Qualifications

• Minimum 3 years experience in banking, finance, or a related field.
• Ability to build rapport with diverse customers.
• Proven track record in sales and achieving targets.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide tailored financial solutions and expert advice.
• Develop and execute sales strategies to achieve targets.
• Collaborate with stakeholders for seamless experiences.

Skills

Strong communication skills

Relationship-building

Sales expertise

Customer focus

Education

Degree in banking, finance, or related field

Job description

A leading financial institution in Kuantan is seeking a Personal Financial Consultant to manage high-value customer portfolios and provide tailored financial solutions. This role involves building strong relationships, delivering expert advice on investment and banking products, and collaborating with internal teams to enhance customer experiences. Successful candidates will have a degree and at least 3 years of relevant experience. Competitive salary and benefits are offered.