Personal Banking & Wealth Growth Advisor

OCBC Group; West Coast Division; On-site; MYR 66,960 - 111,600; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Learning & development

Equal opportunity

Fair employment

Job summary

OCBC Malaysia in Kota Kinabalu is seeking a Personal Financial Consultant to manage a portfolio of high-value customers, build trusted relationships, and identify opportunities to grow wealth.

You will provide expert advice on investment, insurance, and banking products, tailor solutions to client needs, and develop sales strategies to hit targets while delivering exceptional service.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills with the ability to build rapport with customers.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow 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 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 to maintain expertise.

Skills

Sales

Relationship-building

Communication

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia in Kota Kinabalu is seeking a Personal Financial Consultant to manage a portfolio of high-value customers, build trusted relationships, and identify opportunities to grow wealth.

You will provide expert advice on investment, insurance, and banking products, tailor solutions to client needs, and develop sales strategies to hit targets while delivering exceptional service.