Personal Wealth Advisor: Grow Clients’ Assets

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Culture & fit selection

Wellbeing & growth

Job summary

OCBC Malaysia, a leading Asia-Pacific bank, seeks a Personal Financial Consultant to build long-term relationships with clients and help them reach their financial goals.

In this role you will assess needs, tailor investment, insurance, and banking solutions, and drive sales growth while delivering exceptional customer experiences.

Join a supportive team, grow your career, and contribute to community financial wellbeing.

Qualifications

• Degree required with 3+ years in banking or finance.
• Excellent communication and interpersonal abilities.
• Proven track record in sales and relationship building.

Responsibilities

• Manage a portfolio of high-value customers and identify growth opportunities.
• Provide expert advice on investment, insurance and banking products.
• Develop and execute sales strategies to reach targets.
• Collaborate with internal stakeholders to ensure seamless customer experiences.
• Stay informed on market trends and regulatory changes to maintain expertise.

Skills

Communication skills

Interpersonal skills

Sales

Relationship-building

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia, a leading Asia-Pacific bank, seeks a Personal Financial Consultant to build long-term relationships with clients and help them reach their financial goals.

In this role you will assess needs, tailor investment, insurance, and banking solutions, and drive sales growth while delivering exceptional customer experiences.

Join a supportive team, grow your career, and contribute to community financial wellbeing.