Personal Banking & Wealth Advisor – Kepong (Onsite)

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant in Kepong to build lasting relationships with customers and help them achieve their financial goals. You will handle a portfolio of high-value clients, identify opportunities, and tailor financial solutions across investments, insurance, and banking products.

Ideal candidates hold a bachelor’s degree with at least 3 years in banking or finance, possess strong communication and sales skills, and are self-motivated to drive growth while

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills with a track record of achieving targets.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth.
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs.
• Develop and execute sales strategies to achieve business targets and expand your customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.

Skills

Relationship building

Sales

Communication

Financial products

Banking knowledge

Customer service

Education

Bachelor's degree in Finance/related field

Job description

OCBC Malaysia is seeking a Personal Financial Consultant in Kepong to build lasting relationships with customers and help them achieve their financial goals. You will handle a portfolio of high-value clients, identify opportunities, and tailor financial solutions across investments, insurance, and banking products.

Ideal candidates hold a bachelor’s degree with at least 3 years in banking or finance, possess strong communication and sales skills, and are self-motivated to drive growth while