Personal Financial Consultant - Seremban

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

Job summary

A leading financial services provider in Negeri Sembilan is seeking an aspiring graduate for a role in Consumer Financial Services. The position involves providing comprehensive banking solutions, promoting financial products, and building customer relationships. Candidates with a Bachelor's degree, good interpersonal skills, and sales experience are preferred. Fresh graduates are encouraged to apply, and a valid driving license is required.

Qualifications

• Bachelor’s degree from an accredited university.
• Interest in financial planning and sales.
• Minimum 1 year experience in sales or service is preferred.
• Good interpersonal and communication skills.
• Possess a valid driving license & own transport.

Responsibilities

• Provide 'one-stop' banking solutions to customers.
• Promote and cross-sell financial products and services.
• Manage and build long-term customer relationships.
• Conduct sales visits to potential customers.
• Ensure adherence to policies and compliance matters.

Skills

Financial planning

Interpersonal skills

Customer service

Sales experience

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.

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.

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.