Personal Financial Consultant

OCBC; Kuantan; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

A leading financial institution in Kuantan is seeking a Personal Financial Consultant to manage high-value customer portfolios and provide tailored financial solutions. This role involves building strong relationships, delivering expert advice on investment and banking products, and collaborating with internal teams to enhance customer experiences. Successful candidates will have a degree and at least 3 years of relevant experience. Competitive salary and benefits are offered.

Qualifications

• Minimum 3 years experience in banking, finance, or a related field.
• Ability to build rapport with diverse customers.
• Proven track record in sales and achieving targets.
• Strong product knowledge across investment, insurance and banking products.
• Self-motivated, proactive and results-driven.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide tailored financial solutions and expert advice.
• Develop and execute sales strategies to achieve targets.
• Collaborate with stakeholders for seamless experiences.
• Stay updated on market trends and regulatory changes.

Skills

Strong communication skills

Relationship-building

Sales expertise

Customer focus

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. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation, leveraging technology and creativity to become a future‑ready learning organisation. Our strategic ambition is to be Asia’s leading financial services partner for a sustainable future.

Your Opportunity Starts Here.

Personal Financial Consultant

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'll have the opportunity to make a real difference in people's lives and drive business growth.

How you succeed

It starts with understanding the needs and desires of our customers. You'll build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer‑focused, you'll 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, with the ability 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, with the ability 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 suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry‑leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.