Personal Wealth Manager - Petaling Jaya

OCBC; Petaling Jaya; On-site; MYR 39,000 - 58,000; Full time

Job summary

OCBC Malaysia is seeking graduates for a Group Consumer Financial Services role to deliver one-stop banking solutions and professional financial advisory. You will cross-sell products, manage relationships, and perform sales visits while ensuring compliance with policies and regulations.

Fresh graduates are encouraged to apply; a valid driving license and transport are preferred, and certifications (PCE/CEILI/CUTE) are a plus.

Qualifications

• Bachelor’s degree in any field from an accredited university/college.
• Interest in financial planning, investment and sales.
• Preferably with at least 1 year of sales or service experience.
• Good interpersonal and communication skills; able to deliver high-quality customer service.
• Possess a valid driving license and own transport.
• Licences/certifications (PCE, CEILI, CUTE, etc.) are a plus.
• Fresh graduates are encouraged to apply.

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.
• Conduct sales visits to potential customers within the vicinity and provide after-sales follow-up.
• Ensure adherence to relevant policies, regulatory risk and compliance matters.

Skills

Interpersonal skills

Communication skills

Sales experience

Customer service

Education

Bachelor's degree in any field

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.