Personal Wealth Manager -Teluk Intan

OCBC; Perak; On-site; MYR 36,000 - 52,000; Full time

Job summary

OCBC's Consumer Financial Services (CFS) in Malaysia seeks a motivated professional to provide one-stop banking solutions, offer financial advisory, promote cross-sell of products, and proactively nurture long-term customer relationships.

Bachelor’s degree, fresh graduates welcome; sales or service experience preferred. Strong interpersonal and communication skills, driving license with own transport, and interest in financial planning and sales are desirable.

Qualifications

• Bachelor’s degree in any field from an accredited university.
• Interest in financial planning, investment, and sales.
• Fresh graduates are encouraged to apply; 1 year of sales or service experience is preferred.
• Strong interpersonal and communication skills.
• Possess a valid driving license and own transport; certifications are an added advantage.

Responsibilities

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

Skills

Sales & advisory

Customer relationship

Interpersonal skills

Communication skills

Financial planning interest

Education

Bachelor's degree

Job description

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.

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.