Personal Financial Consultant (Melaka)

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

Job summary

An established industry player in consumer financial services is seeking motivated individuals for a rewarding career in banking. This role offers an accelerated path for aspiring graduates to become future leaders in the field. You will engage with customers, providing tailored banking solutions and financial advice while building lasting relationships. The position emphasizes personal and professional growth, allowing you to showcase your critical thinking and innovative ideas. Join a dynamic team that values customer service excellence and offers a comprehensive hands-on experience in consumer banking and wealth management.

Qualifications

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

Responsibilities

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

Skills

Interpersonal Skills

Communication Skills

Sales Skills

Financial Planning

Education

Bachelor's Degree

Tools

Driving License

Job description

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.

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 Qualifications

• 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 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.) are an added advantage.
• Fresh graduates are encouraged to apply.

Primary Location

Malaysia-Melaka-Melaka

Job

Sales

Organization

MAL - Consumer Financial Services Division

Schedule

Permanent, Full-time

Job Posting

19-Apr-2023, 10:15:47 AM