Personal Financial Consultant - Bandar Botanic Klang

OCBC; Selangor; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their Consumer Financial Services division. This role offers a unique opportunity to kick-start your career in banking and wealth management. You'll engage with customers, providing tailored financial solutions while honing your sales and advisory skills. With a commitment to professional growth, the company supports aspiring graduates in becoming future leaders. If you're looking for a dynamic environment where you can make a significant impact, this position is perfect for you.

Qualifications

• Bachelor’s degree in any field from an accredited university.
• Interest in financial planning and sales.

Responsibilities

• Provide one-stop banking solutions to customers.
• Promote and cross-sell a range of financial products.

Skills

Financial Planning

Sales Skills

Interpersonal Skills

Communication Skills

Education

Bachelor’s Degree

Job description

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.

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.