Personal Financial Consultant

OCBC; Muar; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial services provider in Malaysia is looking for individuals to join their Consumer Financial Services team. As part of a supportive environment, you will support customers with comprehensive banking solutions, build strong client relationships, and promote various financial products. Candidates should have a Bachelor's degree, strong interpersonal skills, and preferably some sales experience. Fresh graduates are encouraged to apply. Competitive salary and benefits offered.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• Bachelor’s degree in any field from an accredited university/college.
• Interest in financial planning, investment, and in sales.
• Minimum 1 year experience in sales or service preferred.
• Good interpersonal and communication skills.
• Possess a valid driving license & own transport.

Responsibilities

• Provide ‘one-stop’ banking solutions to customers.
• Promote and cross-sell financial products and services.
• Manage and build long-term customer relationships.
• Conduct sales visits to potential customers.
• Ensure adherence to policies and compliance matters.

Skills

Financial planning interest

Sales experience

Interpersonal skills

Customer service skills

Education

Bachelor's degree

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. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China.

In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands‑on assignment, as well as exposure to the real-world challenges in Consumer Banking & Wealth Management. We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

Responsibilities

• To provide “one-stop” banking solutions to our customers.
• To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
• To proactively manage and build long term customer relationship.
• To provide good after-sales and conduct sales visits to potential customers within the vicinity.
• Ensure adherence to the relevant policies, regulatory risk and compliance matters.

Qualifications

• Bachelor’s degree, in any field, from an accredited university / colleges.
• Possess interest in financial planning, investment and in sales.
• Preferably with minimum 1 year experience in sales or service experience.
• Possess good interpersonal and communication skills; able to deliver high quality customer service.
• Possess a valid driving license & own transport.
• License and relevant certifications (PCE, CEILI, CUTE etc) is an added advantage.
• Fresh graduates are encouraged to apply.

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. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.