Private Wealth Advisor for High Net Worth Clients

OCBC; Johor Bahru; On-site; MYR 39,000 - 61,000; Full time

Job summary

OCBC in Malaysia seeks a graduate to join our Consumer Financial Services team. You will provide comprehensive banking solutions and financial advice while building strong relationships with clients locally.

The role involves promoting a wide range of products, performing sales visits, and ensuring compliance with regulatory requirements. Fresh graduates are welcome, and a valid driver's license is advantageous for local visits.

Qualifications

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

Responsibilities

• Provide one-stop banking solutions to customers.
• Provide financial advisory and promote cross-sell of financial products and services.
• Proactively manage and build long-term customer relationships.
• Conduct sales visits to customers within the vicinity and ensure good after-sales service.
• Adhere to relevant policies, regulatory risk and compliance matters.

Skills

Interpersonal skills

Communication

Sales orientation

Customer service

Driving license

Education

Bachelor's degree

Job description

OCBC in Malaysia seeks a graduate to join our Consumer Financial Services team. You will provide comprehensive banking solutions and financial advice while building strong relationships with clients locally.

The role involves promoting a wide range of products, performing sales visits, and ensuring compliance with regulatory requirements. Fresh graduates are welcome, and a valid driver's license is advantageous for local visits.