Personal Financial Consultant - Northern Region (Penang, Alor Setar, Ipoh)

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

Job summary

A leading financial institution in Malaysia is seeking a Personal Financial Consultant for the Northern Region. This role involves providing holistic banking solutions and professional wealth advice to customers. Candidates should have at least a diploma and 1 year of relevant experience, though fresh graduates are welcome to apply. The ideal candidate will have strong sales skills, an interest in financial planning, and excellent communication skills. This position also offers benefits such as annual leave and medical coverage.

Benefits

Annual leave

Medical coverage

Insurance coverage

Qualifications

• Minimum 1 year of sales or service experience in the financial or service industry.
• Fresh graduates are encouraged to apply.
• Licenses and relevant certifications are an advantage.

Responsibilities

• Provide holistic banking solutions to customers.
• Offer wealth advice and engage with wealth specialists.
• Proactively engage customers to build relationships.

Skills

Sales experience

Customer service

Financial planning

Multilingual ability

Education

Diploma or above

Job description

Personal Financial Consultant - Northern Region (Penang, Alor Setar, Ipoh)

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and Greater 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

• Provide “One-Stop” and holistic banking solutions to customers.
• Offer professional wealth advice as part of the leading wealth solutions team, engaging with wealth specialists to advise customers and achieve revenue targets.
• Advocate Personal / Premier Banking and acquire new customers through events, sales activities and other initiatives.
• Proactively engage customers to build and maintain relationships, improving customer engagement scores.
• Ensure compliance with all documentary and procedural requirements, submit statutory and regulatory reports on time, and maintain zero defects in account opening, sales, loan submission and other transactions.

Job Requirements

• Diploma or above with minimum 1 year sales or service experience in the financial or service industry (e.g., airline, telco, hotel, tourism).
• Fresh graduates are encouraged to apply.
• License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM, etc.) are an added advantage.
• Strong interest in financial planning, investment, lending, and sales.
• Strong understanding of financial and non-financial markets, excellent communication and interpersonal skills.
• Good social networking skills and ability to deliver and maintain high quality customer service.
• Multilingual ability is an added advantage.
• Own transport and willingness to travel.
• Annual leave, medical and insurance coverage.