Personal Wealth Manager - Klang Branch

OCBC; Klang City; On-site; MYR 36,000 - 54,000; Full time

Benefits offered by this job

Monthly payout

Quarterly payout

Annual payout

Job summary

OCBC Malaysia is seeking graduates to join the Group Consumer Financial Services division. You will provide one-stop banking solutions and financial advisory, promoting a wide range of products while building long-term client relationships in a dynamic retail banking setting.

The role emphasizes customer service, compliance with regulatory guidelines, and proactive sales visits within the local vicinity. Fresh graduates are encouraged to apply, with growth opportunities and structured

Qualifications

• Bachelor’s degree in any field from an accredited university/college.
• Interest in financial planning, investment, and sales.
• Good interpersonal and communication skills; able to deliver high quality customer service.

Responsibilities

• Provide one-stop banking solutions to customers.
• Provide financial advisory and cross-sell a comprehensive range of financial products and services.
• Proactively manage and build long-term customer relationships.
• Conduct sales visits to potential customers within the vicinity.
• Ensure adherence to policies, regulatory risk and compliance.

Skills

Interpersonal skills

Sales aptitude

Communication skills

Education

Bachelor's 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.