Personal Wealth Manager - KL Main

OCBC; Kampung Malaysia Tambahan; On-site; MYR 33,000 - 50,000; Full time

Job summary

OCBC Malaysia is seeking fresh graduates for its Group Consumer Financial Services division. You will engage in a comprehensive and hands-on assignment, gaining exposure to real-world challenges in consumer banking and wealth management while developing critical thinking and professional competencies.

The role emphasizes providing banking solutions, financial advisory, and building lasting customer relationships, with focus on compliance and regulatory standards.

Qualifications

• Bachelor’s degree from an accredited university/college.
• Interest in financial planning, investment and sales.
• Fresh graduates are encouraged to apply.
• Good interpersonal and communication skills; able to deliver high quality customer service.
• Possess a valid driving licence and own transport.
• License and relevant certifications (PCE, CEILI, CUTE etc) is an added advantage.

Responsibilities

• Provide one-stop banking solutions to customers.
• Provide financial advisory, promote and cross-sell financial products and services.
• Proactively manage and build long-term customer relationships.
• Provide good after-sales and conduct sales visits within the vicinity.
• Ensure adherence to relevant policies, regulatory risk and compliance matters.

Skills

Customer service

Sales

Interpersonal skills

Communication

Education

Bachelor’s degree in any field

Job description

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. We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

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.