Personal Banking & Wealth Advisor (Onsite Bangsar)

OCBC Group; Kuala Lumpur; On-site; MYR 72,000 - 120,000; Full time

Job summary

OCBC Bank Malaysia is seeking a Personal Financial Consultant in Bangsar to build lasting relationships with customers, tailor financial solutions, and drive wealth growth. You will manage a portfolio, provide expert investment and insurance advice, and work with internal teams to deliver exceptional service.

The role emphasizes a proactive, customer-focused approach, strong product knowledge, and a track record of meeting sales targets in banking or finance.

Qualifications

• Degree holder with at least 3 years of banking or finance experience.
• Strong knowledge of investment, insurance and banking products.
• Proven track record in sales and relationship management.

Responsibilities

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

Skills

Relationship building

Sales skills

Customer service

Financial products

Communication skills

Education

Bachelor's degree in finance / banking

Job description

OCBC Bank Malaysia is seeking a Personal Financial Consultant in Bangsar to build lasting relationships with customers, tailor financial solutions, and drive wealth growth. You will manage a portfolio, provide expert investment and insurance advice, and work with internal teams to deliver exceptional service.

The role emphasizes a proactive, customer-focused approach, strong product knowledge, and a track record of meeting sales targets in banking or finance.