Personal Wealth Manager - Klang

OCBC; Klang City; On-site; MYR 36,000 - 48,000; Full time

Benefits offered by this job

Monthly payout

Quarterly payout

Annual payout

Job summary

OCBC in Malaysia seeks new graduates for the Group Consumer Financial Services division to become future leaders in wealth management and consumer banking. You will receive a comprehensive, hands-on assignment and exposure to real-world challenges in banking and wealth management.

The program emphasizes critical thinking, innovation and growth, with structured career development and guidance to help you develop into a future leader in financial services.

Qualifications

• Bachelors degree from an accredited university/college.
• Interest in financial planning, investment and sales.
• Good interpersonal and communication skills; able to deliver high-quality customer service.
• Valid driving license and own transport.
• Certifications such as PCE, CEILI, CUTE are an added advantage.
• Fresh graduates are encouraged to apply.

Responsibilities

• Provide a0one-stop banking solutions to customers.
• Provide financial advisory and promote a range of financial products and services.
• Proactively manage and build long-term customer relationships.
• Provide good after-sales service and conduct sales visits to potential customers within the vicinity.
• Ensure adherence to relevant policies, regulatory risk and compliance matters.

Skills

Customer service

Sales orientation

Interpersonal skills

Communication skills

Driving license

Education

Bachelors degree

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 Highlights:

• Be part of one of the Best Wealth Management Bank.
• Have fun & be rewarded with monthly, quarterly and annual payout.

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.
• 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.