Private Wealth Advisor: Relationship & Advisory Expert

OCBC; West Coast Division; On-site; MYR 36,000 - 60,000; Full time

Job summary

OCBC Bank Malaysia is seeking a fresh graduate to join our Group Consumer Financial Services unit. The role focuses on providing one-stop banking solutions, financial advisory, and cross-selling a range of products to our customers while building long-term relationships.

The ideal candidate has a bachelor’s degree, interest in financial planning and sales, strong communication skills, and a valid driving license for local visits. Fresh graduates are encouraged to apply.

Qualifications

• Bachelor’s degree from an accredited university.
• Interest in financial planning and sales.
• Preferably with minimum 1 year experience in sales or service.
• Good interpersonal and communication skills; able to deliver high quality customer service.
• Valid driving license and own transport.
• Licenses/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.

Skills

Communication skills

Sales interest

Customer service

Interpersonal skills

Education

Bachelor’s degree (any field)

Job description

OCBC Bank Malaysia is seeking a fresh graduate to join our Group Consumer Financial Services unit. The role focuses on providing one-stop banking solutions, financial advisory, and cross-selling a range of products to our customers while building long-term relationships.

The ideal candidate has a bachelor’s degree, interest in financial planning and sales, strong communication skills, and a valid driving license for local visits. Fresh graduates are encouraged to apply.