Personal Wealth Manager - Melaka

OCBC; Malacca City; On-site; MYR 36,000 - 60,000; Full time

Job summary

OCBC Malaysia, GCFS division, is seeking a result-oriented professional to deliver one-stop banking solutions and financial advisory to customers. You will promote and cross-sell a broad range of financial products while building long-term relationships.

The role emphasizes excellent customer service, compliance with regulatory requirements, and proactive sales activities. Fresh graduates are welcomed to apply with a valid driving license and willingness to travel locally.

Qualifications

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

Responsibilities

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

Skills

Strong communication

Sales mindset

Customer service

Driving license

Education

Bachelor’s degree

Certifications: PCE/CEILI/CUTE

Job description

The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

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.