Personal Financial Consultant - Alor Setar

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

Job summary

A financial institution in Alor Setar seeks a driven individual to provide banking solutions and financial advisory services. The ideal candidate will hold a Bachelor's degree and possess strong interpersonal skills. Responsibilities include building customer relationships and promoting financial products. This is an excellent opportunity for fresh graduates and those with a year of sales experience. A valid driving license and own transport are required.

Qualifications

• Interest in financial planning and investment.
• Minimum 1 year experience in sales or service.
• Valid driving license and own transport.

Responsibilities

• Provide one-stop banking solutions to customers.
• Financial advisory and promote financial products.
• Manage and build long-term customer relationships.

Skills

Interpersonal skills

Communication skills

Customer service

Education

Bachelor’s degree in any field

Job description

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

Job 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.

Job Requirements

• 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.