Personal Wealth Manager - Klang Valley

OCBC Bank (Malaysia) Berhad; Kuala Lumpur; On-site; MYR 36,000 - 54,000; Full time

Benefits offered by this job

Annual Leave, medical and insurance

Recognition & incentive trips

Structured career progression

Guided advisory and specialist support

Job summary

OCBC Bank (Malaysia) Berhad is seeking graduates for a dynamic role in Consumer Banking & Wealth Management. You will provide holistic banking solutions, engage in wealth advisory, and actively acquire new customers while maintaining high service standards across events and sales initiatives.

Fresh graduates are encouraged to apply, with potential for structured career progression, sales exposure, and support through professional certifications. Travel and multilingual abilities are advantageous.

Qualifications

• Diploma and above holder with minimum 1 year sales or service experience in financial or service industries.
• Fresh graduates are encouraged to apply.
• Licenses and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) are an added advantage.
• Possess strong interest in financial planning, investment, lending, and sales.
• Strong understanding of both financial and non-financial markets with excellent communication and interpersonal skills.
• Good social networking skills and ability to deliver high quality customer service.
• Multilingual abilities are an added advantage.
• Possesses own transport and willing to travel.

Responsibilities

• To provide 'One-Stop' and holistic banking solutions to our customers.
• Offer Professional Wealth Advice - be part of a leading wealth solutions team and engage with wealth panel to advise customers.
• Be Our Personal and Premier Banking Advocate and Acquire New Customer by participating in events and sales initiatives.
• Provide proactive service to establish strong customer relationships and improve engagement scores.
• Adhere to all documentary and process requirements and ensure timely reports and compliance.

Job description

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and Greater 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:

The role will be mainly responsible in

To provide “One-Stop” and holistic banking solutions to our customers.

Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target.

Be Our Personal and Premier Banking Advocate and Acquire New Customer – You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking.

Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner.

Compliance – You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others.

Job Requirements:

Diploma and above holder with minimum 1 year sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism).

Fresh graduates are encouraged to apply.

License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage.

Possess strong interest in financial planning, investment, lending, and sales.

Strong understanding of both financial and non‑financial markets as well as excellent communication and interpersonal skills.

Good social networking skill and able to deliver and maintain high quality of customer service.

Multi‑lingual will be an added advantage.

Possesses own transport and willing to travel.

• Annual Leave, medical and insurance coverage
• Recognition & incentive trips
• Structured career progression
• Guided advisory and specialist support
  

Unlock job insights

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OCBC Bank, is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southest Asia by assets and one of the world’s most high-rated banks, with an Aa1 rating from Moody’s. It is also ranked by Bloomberg Markets as the world’s strongest bank.

OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank’s key markets are Singapore’s Malaysia, Indonesia and Greater China. It has a network of over 600 branches and representative offices in 18 countries and territories, including more than 330 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP

OCBC Bank’s insurance subsidiary, Great Eastern Holdings, is the largest Insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Group Investor, is one of the largest private sector asset management companies in Southest Asia. Private Banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted ‘Outstanding Private Bank in Asia Pacific’ by Private Banker international

After being actively involved in offering Islamic banking products and services since 1995, OCBC Bank launched its wholly‑owned Islamic banking subsidiary, OCBC Al‑Amin Bank Berhad, on 1 December 2008. OCBC Al‑Amin offers products and services which are developed based on the applicable Shariah contract and with the endorsement of the Shariah Advisory Committee to meet the requirements of both Muslims and non‑Muslims alike.

OCBC Bank, is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southest Asia by assets and one of the world’s most high‑rated banks, with an Aa1 rating from Moody’s. It is also ranked by Bloomberg Markets as the world’s strongest bank.

OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank’s key markets are Singapore’s Malaysia, Indonesia and Greater China. It has a network of over 600 branches and representative offices in 18 countries and territories, including more than 330 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP

OCBC Bank’s insurance subsidiary, Great Eastern Holdings, is the largest Insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Group Investor, is one of the largest private sector asset management companies in Southest Asia. Private Banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted ‘Outstanding Private Bank in Asia Pacific’ by Private Banker international

After being actively involved in offering Islamic banking products and services since 1995, OCBC Bank launched its wholly‑owned Islamic banking subsidiary, OCBC Al‑Amin Bank Berhad, on 1 December 2008. OCBC Al‑Amin offers products and services which are developed based on the applicable Shariah contract and with the endorsement of the Shariah Advisory Committee to meet the requirements of both Muslims and non‑Muslims alike.

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