Personal Wealth Manager - Kulai Jaya

OCBC Bank; Johor Bahru; On-site; MYR 36,000 - 60,000; Full time

Job summary

OCBC Bank in Malaysia's Group Consumer Financial Services unit invites fresh graduates to join as a Financial Services Advisor, providing one-stop banking solutions and financial advisory services.

You will develop customer relationships, cross-sell financial products, and pursue a rewarding career in consumer banking and wealth management while ensuring compliance and quality service.

Qualifications

• Bachelor’s degree in any field from an accredited university/college.
• Interest in financial planning, investment and sales.
• Fresh graduates encouraged to apply; strong interpersonal and communication skills required.

Responsibilities

• Provide one-stop banking solutions to customers.
• Provide financial advisory and cross-sell a 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 relevant policies, regulatory risk and compliance matters.

Skills

Interpersonal skills

Communication skills

Customer service

Selling/Advisory

Financial planning interest

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 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.