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Personal Financial Consultant: Grow Wealth & Relationships

OCBC

Muar

On-site

MYR 150,000 - 200,000

Full time

9 days ago

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Job summary

A leading financial services provider in Malaysia is looking for individuals to join their Consumer Financial Services team. As part of a supportive environment, you will support customers with comprehensive banking solutions, build strong client relationships, and promote various financial products. Candidates should have a Bachelor's degree, strong interpersonal skills, and preferably some sales experience. Fresh graduates are encouraged to apply. Competitive salary and benefits offered.

Benefits

Competitive base salary
Flexible benefits
Professional development opportunities

Qualifications

  • Bachelor’s degree in any field from an accredited university/college.
  • Interest in financial planning, investment, and in sales.
  • Minimum 1 year experience in sales or service preferred.
  • Good interpersonal and communication skills.
  • Possess a valid driving license & own transport.

Responsibilities

  • Provide ‘one-stop’ banking solutions to customers.
  • Promote and cross-sell financial products and services.
  • Manage and build long-term customer relationships.
  • Conduct sales visits to potential customers.
  • Ensure adherence to policies and compliance matters.

Skills

Financial planning interest
Sales experience
Interpersonal skills
Customer service skills

Education

Bachelor's degree
Job description
A leading financial services provider in Malaysia is looking for individuals to join their Consumer Financial Services team. As part of a supportive environment, you will support customers with comprehensive banking solutions, build strong client relationships, and promote various financial products. Candidates should have a Bachelor's degree, strong interpersonal skills, and preferably some sales experience. Fresh graduates are encouraged to apply. Competitive salary and benefits offered.
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