Personal Banking & Wealth Growth Advisor

OCBC Group; Puchong; On-site; MYR 50,220 - 89,280; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Career development opportunities

Equal opportunity employer

Community initiatives

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant in Puchong. The role focuses on building long-lasting relationships with high-value customers and offering tailored financial solutions across investment, insurance, and banking products.

You will drive sales growth, collaborate with internal teams, and stay informed on market trends and regulatory changes to maintain expertise.

Qualifications

• Degree holder with at least 3 years of experience in banking or finance.
• Strong communication and interpersonal skills.
• Proven track record in sales and client relationship management.
• Knowledge of investment, insurance, and banking products is a plus.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide tailored financial solutions including investments and insurance.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal teams to deliver seamless customer experiences.
• Stay updated on market trends and regulatory changes.

Skills

Relationship-building

Sales excellence

Communication skills

Product knowledge

Education

Bachelor's degree in Banking/Finance

Job description

OCBC Malaysia is seeking a Personal Financial Consultant in Puchong. The role focuses on building long-lasting relationships with high-value customers and offering tailored financial solutions across investment, insurance, and banking products.

You will drive sales growth, collaborate with internal teams, and stay informed on market trends and regulatory changes to maintain expertise.