Premier Wealth Advisor

OCBC

Seremban

On-site

MYR 36,000 - 48,000

Full time

14 days+

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Job summary

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.

Qualifications

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.

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.