Personal Wealth Growth Advisor

OCBC; Kuala Lumpur; On-site; MYR 66,960 - 100,440; Full time

Benefits offered by this job

Competitive compensation

Holistic benefits

Learning & development

Equal opportunity

Job summary

OCBC Bank Malaysia is seeking a Personal Financial Consultant to manage a portfolio of banking clients in Kuala Lumpur. You will provide tailored financial solutions, advise on investments and insurance, and develop growth strategies to expand the customer base.

The role emphasizes strong communication, relationship-building, and delivering exceptional customer experiences in a fast-paced banking environment.

Qualifications

• Degree holder with at least 3 years of experience in banking or finance.
• Strong communication and interpersonal skills with diverse customers.
• Proven sales and relationship-building skills with target achievement.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to meet business targets.
• Collaborate with internal stakeholders to deliver seamless customer experiences.
• Stay up-to-date with market trends, regulatory changes, and product developments.

Skills

Excellent communication

Client relationship management

Sales & targets

Financial advisory

Education

Bachelor's degree in finance or related field

Job description

OCBC Bank Malaysia is seeking a Personal Financial Consultant to manage a portfolio of banking clients in Kuala Lumpur. You will provide tailored financial solutions, advise on investments and insurance, and develop growth strategies to expand the customer base.

The role emphasizes strong communication, relationship-building, and delivering exceptional customer experiences in a fast-paced banking environment.