Personal Financial Consultant

OCBC; Kajang Municipal Council; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Malaysia is looking for dynamic individuals to join its consumer banking division. This role involves providing comprehensive banking solutions, promoting financial products, and fostering long-term customer relationships. Candidates should have a Bachelor’s degree and interest in financial planning, sales experience preferred. Fresh graduates are encouraged to apply, providing a valuable opportunity to start a rewarding career in banking.

Qualifications

• Bachelor’s degree, in any field, from an accredited university / colleges.
• Possess interest in financial planning, investment and sales.
• Preferably with minimum 1 year of sales or service experience.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Sales ability

Education

Bachelor’s degree in any field

Job description

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.