Personal Financial Advisor & Wealth Planner

OCBC Group; Subang Jaya; On-site; MYR 40,000 - 72,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Equal opportunity

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant in Subang Jaya to build lasting relationships with clients, understand their financial goals, and provide tailored banking solutions. You will manage a portfolio of high-value customers and collaborate with internal teams to deliver seamless service.

You will offer investment, insurance, and banking advice, develop sales strategies to achieve targets, and stay updated on market trends and regulatory changes to maintain expertise.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills with 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 and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets and expand the 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.

Skills

Relationship building

Sales experience

Financial advisory

Communication skills

Education

Bachelor's degree in Banking/Finance

Tools

None

Job description

OCBC Malaysia is seeking a Personal Financial Consultant in Subang Jaya to build lasting relationships with clients, understand their financial goals, and provide tailored banking solutions. You will manage a portfolio of high-value customers and collaborate with internal teams to deliver seamless service.

You will offer investment, insurance, and banking advice, develop sales strategies to achieve targets, and stay updated on market trends and regulatory changes to maintain expertise.