Private Wealth Advisor

OCBC; Johor Bahru; On-site; MYR 36,000 - 60,000; Full time

Job summary

OCBC Malaysia is seeking graduates for a role in Group Consumer Financial Services. You will provide one-stop banking solutions, offer financial advisory, and promote a broad range of financial products. You will proactively grow long-term customer relationships and conduct visits to nearby prospects.

The position emphasizes adherence to regulatory policies and driving customer satisfaction, with fresh graduates encouraged to apply.

Qualifications

• Bachelor’s degree in any field from an accredited university.
• Strong interest in financial planning, investment and sales.
• Fresh graduates encouraged to apply.

Responsibilities

• Provide one-stop banking solutions to customers.
• Offer financial advisory and promote a range of financial products.
• Proactively manage and build long-term customer relationships.
• Conduct sales visits to potential customers within the vicinity.
• Adhere to policies, regulatory risk and compliance requirements.

Skills

Interpersonal skills

Education

Bachelor's degree

Driving license

PCE/CEILI/CUTE certifications

Job description

OCBC Malaysia is seeking graduates for a role in Group Consumer Financial Services. You will provide one-stop banking solutions, offer financial advisory, and promote a broad range of financial products. You will proactively grow long-term customer relationships and conduct visits to nearby prospects.

The position emphasizes adherence to regulatory policies and driving customer satisfaction, with fresh graduates encouraged to apply.