Personal Banking & Wealth Advisor

OCBC company; Puchong; On-site; MYR 48,000 - 72,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Equal opportunity

Job summary

OCBC Malaysia in Puchong is seeking a Personal Financial Consultant to help customers achieve their financial goals. You will manage a portfolio, provide tailored investment, insurance, and banking advice, and drive sales growth.

The ideal candidate has at least 3 years in banking or finance, strong communication skills, and a customer-focused mindset. A bachelor’s degree and proficiency with financial products are preferred; join a supportive team and grow with one of Asia's leading banks.

Qualifications

• Minimum 3 years of experience in banking or finance.
• Bachelor's degree in a relevant field.
• Strong communication and relationship-building skills.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal stakeholders to deliver seamless customer experiences.
• Stay updated with market trends and regulatory changes.

Skills

Relationship building

Sales experience

Customer service

Communication skills

Financial advisory

Education

Bachelor's degree in Finance/Banking

Job description

OCBC Malaysia in Puchong is seeking a Personal Financial Consultant to help customers achieve their financial goals. You will manage a portfolio, provide tailored investment, insurance, and banking advice, and drive sales growth.

The ideal candidate has at least 3 years in banking or finance, strong communication skills, and a customer-focused mindset. A bachelor’s degree and proficiency with financial products are preferred; join a supportive team and grow with one of Asia's leading banks.