Personal Financial Consultant - Ipoh/ Taiping/ Teluk Intan

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

Job summary

An established industry player is on the lookout for driven individuals to join their Consumer Financial Services division. This role involves providing tailored banking solutions and financial advisory services to a diverse clientele, ensuring exceptional customer service and compliance with regulatory standards. With opportunities to grow and develop in a dynamic environment, this position is ideal for those passionate about finance and customer relations. Whether you're an experienced professional or a fresh graduate eager to embark on a rewarding career, this role offers a chance to make a meaningful impact in the financial services sector.

Qualifications

• Bachelor's degree in any field from an accredited university.
• Good interpersonal and communication skills are essential.

Responsibilities

• Provide comprehensive banking solutions and financial advisory to customers.
• Manage and build long-term customer relationships effectively.

Skills

Financial Advisory

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.

We are currently hiring for the following locations:

• OCBC Ipoh
• OCBC Taiping
• OCBC Teluk Intan

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 relationships.
• To provide good after-sales service 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/college.
• Possess interest in financial planning, investment, and sales.
• Preferably with a minimum of 1 year of experience in sales or service.
• Possess good interpersonal and communication skills; able to deliver high-quality customer service.
• Possess a valid driving license and own transport.
• Licenses and relevant certifications (PCE, CEILI, CUTE, etc.) are an added advantage.
• Fresh graduates are encouraged to apply.