Personal Wealth Advisor

OCBC Malaysia; Malaysia; On-site; MYR 60,000 - 100,000; Full time

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with customers, provide tailored financial solutions, and drive business growth. You will manage high-value portfolios, offer investment and banking advice, and collaborate with internal teams to ensure exceptional customer experiences.

The role requires a degree and at least 3 years of banking or finance experience, along with strong communication and sales capabilities.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships.
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth.
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs.
• Develop and execute sales strategies to achieve business targets and expand your customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.
• Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise.

Skills

Communication skills

Interpersonal skills

Sales

Relationship-building

Product knowledge

Education

Bachelor's degree or equivalent

Job description

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with customers, provide tailored financial solutions, and drive business growth. You will manage high-value portfolios, offer investment and banking advice, and collaborate with internal teams to ensure exceptional customer experiences.

The role requires a degree and at least 3 years of banking or finance experience, along with strong communication and sales capabilities.