Personal Wealth Advisor

OCBC company; Ipoh; On-site; MYR 50,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Industry-leading development opportunities

Job summary

A leading financial institution in Malaysia is seeking a Personal Financial Consultant to build strong customer relationships and provide tailored financial solutions. You will manage a portfolio of clients, advise on banking products, and drive business growth. The ideal candidate has at least 3 years' experience in finance, proven sales skills, and strong communication abilities. Join a dynamic team and contribute to helping customers achieve their financial goals.

Qualifications

• At least 3 years of experience in banking or finance.
• Proven ability to achieve sales targets.
• Strong product knowledge in investment, insurance, and banking.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide tailored financial solutions to clients.
• Develop sales strategies to achieve business targets.
• Collaborate with internal teams to resolve issues.

Skills

Strong communication and interpersonal skills

Sales and relationship-building skills

Proactivity and customer focus

Education

Degree in banking, finance or a related field

Job description

A leading financial institution in Malaysia is seeking a Personal Financial Consultant to build strong customer relationships and provide tailored financial solutions. You will manage a portfolio of clients, advise on banking products, and drive business growth. The ideal candidate has at least 3 years' experience in finance, proven sales skills, and strong communication abilities. Join a dynamic team and contribute to helping customers achieve their financial goals.