Premier Wealth Advisor – Private Banking

OCBC; Miri; On-site; MYR 30,000 - 42,000; Full time

Job summary

OCBC Malaysia, within Group Consumer Financial Services, offers graduates an accelerated career path into future leadership roles with hands-on assignments in consumer banking and wealth management.

The role involves delivering one-stop banking solutions, financial advisory, and proactive customer relationship management to a diverse client base, while ensuring compliance and policy adherence.

Qualifications

• Bachelor's degree in any field from an accredited university/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

• 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 relevant policies, regulatory risk and compliance matters.

Skills

Communication skills

Interpersonal skills

Education

Bachelor's degree

Job description

OCBC Malaysia, within Group Consumer Financial Services, offers graduates an accelerated career path into future leadership roles with hands-on assignments in consumer banking and wealth management.

The role involves delivering one-stop banking solutions, financial advisory, and proactive customer relationship management to a diverse client base, while ensuring compliance and policy adherence.