Premier Wealth Advisor – Private Banking & Financial Planning

OCBC

Miri

On-site

MYR 36,000 - 66,000

Full time

33 hours ago

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Job summary

OCBC is seeking graduates to join its Group Consumer Financial Services division in Malaysia. The role focuses on providing one-stop banking solutions, financial advisory, and cross-selling a broad range of financial products to clients.

You will actively manage customer relationships, perform after-sales follow-up, and conduct visits within the local area. The ideal candidate holds a Bachelor's degree, is interested in financial planning and sales, and has good interpersonal and communication

Qualifications

Bachelor's degree in any field from an accredited university/colleges.
Interest in financial planning, investment and sales.
Preferably with minimum 1 year experience in sales or service.
Good interpersonal and communication skills; able to deliver high quality customer service.
Possess a valid driving license and own transport.
Licenses/certifications (PCE, CEILI, CUTE etc) are an added advantage.
Fresh graduates are encouraged to apply.

Responsibilities

To provide 'one-stop' banking solutions to customers.
To provide financial advisory, promote and cross-sell a 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 relevant policies, regulatory risk and compliance matters.