Personal Wealth Manager - Seremban

OCBC; Seremban; Vor Ort; MYR 36.000 - 48.000; Vollzeit

Zusammenfassung

OCBC Bank Malaysia's Consumer Financial Services (CFS) unit invites fresh graduates to join a fast-track program in consumer banking and wealth management. You will deliver one-stop banking solutions, provide financial advisory, and help cross-sell products while building lasting relationships with customers.

You will gain hands-on experience, mentor-led training, and exposure to risk-conscious sales practices.

Qualifikationen

• Bachelor’s degree in any field from an accredited university or college.
• Interest in financial planning, investment and in sales.
• Preferably with minimum 1 year experience in sales or service.
• 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.

Aufgaben

• 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.

Kenntnisse

Sales

Customer service

Interpersonal communication

Financial planning interest

Ausbildung

Bachelor's degree

Jobbeschreibung

CONSUMER FINANCIAL SERVICES (CFS)

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.

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.