Personal Financial Consultant - Alor Setar

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

Job summary

A leading financial institution is seeking enthusiastic individuals to join their Consumer Financial Services team. This role involves delivering comprehensive banking solutions and cultivating long-lasting customer relationships. Recent graduates and those with a passion for financial planning are encouraged to apply in a supportive and award-winning environment.

Qualifications

• Bachelor’s degree in any field
• Interest in financial planning and sales
• Minimum 1 year of sales/service experience preferred

Responsibilities

• Provide one-stop banking solutions to customers.
• Promote and cross-sell financial products and services.
• Build long term customer relationships.

Skills

Interpersonal Skills

Communication Skills

Financial Planning

Sales Skills

Education

Bachelor’s degree

Tools

Licenses (PCE, CEILI, CUTE)

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.