Personal Wealth Manager - Segamat

OCBC; Segamat; On-site; MYR 24,000 - 42,000; Full time

Job summary

OCBC in Malaysia seeks a driven Banking Advisory professional to deliver comprehensive financial solutions and advisory services to customers. The role focuses on building lasting relationships while promoting a broad range of products and services.

You will engage customers with after-sales support, conduct visits to prospects within the vicinity, and ensure compliance with regulatory requirements and internal policies.

Qualifications

• Bachelor’s degree in any field from an accredited university/college.
• Interest in financial planning, investment and in sales.
• Good interpersonal and communication skills with ability to deliver high quality customer service.
• Valid driving license and own transport.
• Licenses and relevant certifications (PCE, CEILI, CUTE) are an added advantage.

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

Skills

Interpersonal skills

Communication skills

Customer service

Sales

Education

Bachelor’s degree

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 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