Personal Financial Consultant - Kuching

OCBC; Kuching; On-site; MYR 30,000 - 50,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their Consumer Financial Services team. This role offers the opportunity to provide comprehensive banking solutions, promote financial products, and build lasting relationships with customers. You will thrive in a dynamic and supportive environment, where your contributions will help clients achieve their financial goals. If you have a passion for sales and customer service, and are eager to learn in a rewarding career, this position is perfect for you.

Qualifications

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

Responsibilities

• Provide one-stop banking solutions and financial advisory to customers.
• Build long-term customer relationships and ensure compliance with policies.

Skills

Interpersonal Skills

Communication Skills

Sales Skills

Financial Planning Interest

Education

Bachelor’s Degree

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.