Personal Banking & Wealth Advisor

OCBC Bank (Hong Kong) Limited; Petaling Jaya; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits

Professional development opportunities

Community initiatives

Job summary

OCBC Bank (Hong Kong) Limited is seeking a Personal Financial Consultant in Petaling Jaya, Malaysia. In this role, you will manage a portfolio of valued clients, providing tailored advice on investment and banking products.

The ideal candidate will have at least 3 years of experience in banking or finance, strong communication skills, and a proven track record in sales. Join us in delivering exceptional customer experiences and fostering lasting relationships.

We offer competitive salaries and flexible benefits to support your professional development and personal aspirations.

Qualifications

• 3+ years of experience in banking or finance.
• Ability to build rapport with customers.
• Proven track record in sales and relationship management.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide tailored financial solutions.
• Collaborate with stakeholders for seamless customer experiences.

Skills

Customer relationship management

Sales strategies

Investment knowledge

Strong communication

Education

Degree in banking, finance or related field

Tools

CRM software

Job description

OCBC Bank (Hong Kong) Limited is seeking a Personal Financial Consultant in Petaling Jaya, Malaysia. In this role, you will manage a portfolio of valued clients, providing tailored advice on investment and banking products.

The ideal candidate will have at least 3 years of experience in banking or finance, strong communication skills, and a proven track record in sales. Join us in delivering exceptional customer experiences and fostering lasting relationships.

We offer competitive salaries and flexible benefits to support your professional development and personal aspirations.