Personal Financial Consultant

OCBC; Batu Pahat; On-site; MYR 60,000 - 85,000; Full time

Job summary

A leading financial services provider in Malaysia is seeking a Personal Financial Consultant. The role involves managing high-value customer portfolios and providing tailored financial solutions. Candidates should have at least 3 years of experience in banking or finance, with strong communication and sales skills. The position offers a competitive salary and comprehensive benefits.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Proven track record of achieving sales targets.
• Ability to provide expert advice on investment and banking products.

Responsibilities

• Manage a portfolio of high-value customers to grow their wealth.
• Provide tailored financial solutions to meet customer needs.
• Develop and execute sales strategies to achieve business targets.
• Collaborate with stakeholders to resolve customer issues.
• Stay updated with market trends and regulatory changes.

Skills

Strong communication skills

Interpersonal skills

Sales skills

Relationship-building skills

Product knowledge in banking and finance

Education

Degree in banking, finance, or related field

Job description

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We take the time to truly understand people and provide the support, services, solutions, and career paths that meet their individual needs and desires. Today, we are on a transformation journey, leveraging technology and creativity to become a future‑ready learning organisation with the ambition to be Asia’s leading financial services partner for a sustainable future.

Your Opportunity Starts Here

This is the broad job description of the role of Personal Financial Consultant.

Personal Financial Consultant

Why Join

Imagine building long‑lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks. As a Personal Banking Relationship Manager at OCBC, you will make a real difference in people’s lives and drive business growth.

How You Succeed

Success starts with understanding the needs and desires of our customers. You will build strong relationships, identify opportunities, and provide tailored financial solutions. Being proactive, responsive, and customer‑focused will help you drive sales growth, expand your network, and deliver exceptional customer experiences.

What You Do

• 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
• Stay up‑to‑date with market trends, regulatory changes, and product developments to maintain your expertise

Who You Are

• A degree holder with at least 3 years of experience in banking, finance, or a related field
• Strong communication and interpersonal skills, able to build rapport with customers from diverse backgrounds
• Proven sales and relationship‑building skills, with a track record of achieving targets and growing customer relationships
• Strong product knowledge, able to provide expert advice on investment, insurance, and banking products
• Self‑motivated, proactive, and results‑driven, with a strong focus on customer satisfaction and business growth

What We Offer

Competitive base salary, a comprehensive suite of holistic and flexible benefits, community initiatives, and industry‑leading learning and professional development opportunities. We practice equal opportunity and fair employment, selecting candidates based on ability and fit with our culture and values. Your well‑being, growth, and aspirations are as valued as the needs of our customers.