Personal Banking & Wealth Advisor

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning and professional development opportunities

Job summary

A leading bank in Asia is seeking a Personal Financial Consultant in Subang Jaya, Malaysia. In this role, you will manage a portfolio of high-value customers, providing tailored financial advice on banking and investment solutions. The ideal candidate will have at least 3 years of banking experience, proven sales skills, and the ability to build strong customer relationships. The position offers a competitive salary and a suite of flexible benefits for diverse lifestyles.

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Ability to provide expert advice on investment, insurance, and banking products.
• Track record of achieving sales targets and growing customer relationships.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities.
• Provide tailored financial solutions to help customers grow their wealth.
• Develop sales strategies to achieve business targets.

Skills

Strong communication and interpersonal skills

Proven sales and relationship-building skills

Expert product knowledge

Self-motivated and proactive

Education

Degree in banking, finance, or related field

Job description

A leading bank in Asia is seeking a Personal Financial Consultant in Subang Jaya, Malaysia. In this role, you will manage a portfolio of high-value customers, providing tailored financial advice on banking and investment solutions. The ideal candidate will have at least 3 years of banking experience, proven sales skills, and the ability to build strong customer relationships. The position offers a competitive salary and a suite of flexible benefits for diverse lifestyles.