Personal Banking & Wealth Advisor

OCBC company; Seremban; On-site; MYR 48,000 - 80,000; Full time

Job summary

OCBC Malaysia in Seremban is recruiting a Personal Financial Consultant to manage client portfolios and deliver tailored financial solutions. You will build long-term relationships, identify opportunities, and drive business growth through proactive advisory services.

The role requires a degree and 3+ years in banking or finance, strong communication skills, and a proven sales record. You will collaborate with teams to ensure excellent customer experiences and stay informed on market trends.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills.
• Strong product knowledge and advisory capabilities on investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products tailored to client needs.
• Develop and execute sales strategies to achieve targets and expand 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.

Skills

Communication skills

Interpersonal skills

Sales experience

Relationship-building

Customer-focused

Education

Bachelor's degree

Job description

OCBC Malaysia in Seremban is recruiting a Personal Financial Consultant to manage client portfolios and deliver tailored financial solutions. You will build long-term relationships, identify opportunities, and drive business growth through proactive advisory services.

The role requires a degree and 3+ years in banking or finance, strong communication skills, and a proven sales record. You will collaborate with teams to ensure excellent customer experiences and stay informed on market trends.