Personal Financial Consultant

OCBC; Muar; On-site; MYR 36,000 - 50,000; Full time

Job summary

A leading financial institution in Johor, Malaysia, is seeking candidates for a role in Consumer Financial Services. The position offers hands-on experience in banking solutions and customer relationship management, alongside opportunities for career growth. Ideal candidates should possess a degree and excellent interpersonal skills. Fresh graduates are encouraged to apply, and a competitive salary and benefits package is included.

Benefits

Competitive base salary

Holistic and flexible benefits

Learning and development opportunities

Qualifications

• Bachelor’s degree from an accredited university.
• Interest in financial planning and investments.
• At least 1 year of sales or service experience preferred.
• Valid driving license and own transport.

Responsibilities

• Provide comprehensive banking solutions to customers.
• Offer financial advisory and promote cross-selling.
• Proactively manage long-term customer relationships.
• Conduct sales visits and provide excellent after-sales service.

Skills

Interpersonal skills

Communication skills

Sales experience

Financial planning interest

Education

Bachelor’s degree in any 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 do this by taking the time to truly understand people, providing support, services, solutions, and career paths that meet their individual needs and desires.

Today, we are on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic ambition remains clear and bold: to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future, innovate in delivering financial services, work in friendly, supportive teams, build lasting value in your community, help people grow their assets, business, and investments, and develop your career in a vibrant, future-ready environment.

Your Opportunity Starts Here.

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services division serves nearly 3 million customers across Singapore, Malaysia, Indonesia, and China. In Malaysia, our offerings cater to high net worth, premier, and emerging affluent individuals through private banking, wealth management, and affluent banking services.

In CFS, we offer an accelerated career path for aspiring graduates to become future leaders. This role provides comprehensive, hands-on experience and exposure to real-world challenges in Consumer Banking & Wealth Management. It is an opportunity to demonstrate critical thinking and innovative ideas while sharpening your personal and professional skills.

• To provide comprehensive banking solutions to our customers.
• To offer financial advisory and promote cross-selling of a wide range of financial products and services.
• To proactively manage and develop long-term customer relationships.
• To conduct sales visits and provide excellent after-sales service within the community.
• Ensure compliance with relevant policies, regulations, and risk management standards.

Qualifications

• Bachelor’s degree in any field from an accredited university or college.
• Interest in financial planning, investments, and sales.
• Preferably with at least 1 year of sales or service experience.
• Good interpersonal and communication skills; able to deliver high-quality customer service.
• Valid driving license and own transport.
• Relevant certifications (PCE, CEILI, CUTE, etc.) are an advantage.
• Fresh graduates are encouraged to apply.

What We Offer

Competitive base salary, a suite of holistic and flexible benefits, community initiatives, and industry-leading learning and development opportunities. We care about your wellbeing, growth, and aspirations, alongside meeting our customers' needs.