Personal Financial Consultant

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning and professional development opportunities

Job summary

A leading bank in Asia is seeking a Personal Financial Consultant in Subang Jaya, Malaysia. In this role, you will manage a portfolio of high-value customers, providing tailored financial advice on banking and investment solutions. The ideal candidate will have at least 3 years of banking experience, proven sales skills, and the ability to build strong customer relationships. The position offers a competitive salary and a suite of flexible benefits for diverse lifestyles.

Qualifications

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

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities.
• Provide tailored financial solutions to help customers grow their wealth.
• Develop sales strategies to achieve business targets.

Skills

Strong communication and interpersonal skills

Proven sales and relationship-building skills

Expert product knowledge

Self-motivated and proactive

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

Personal Financial Consultant

As a Personal Banking Relationship Manager at OCBC, you will build long‑lasting relationships with customers, help them achieve their financial goals, and grow your career in one of Asia’s leading banks.

How You Succeed

It starts with understanding the needs and desires of our customers. You will build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer‑focused, you will 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.