Senior Personal Financial Consultant

OCBC Group; Malaysia; On-site; MYR 60,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

A leading financial services provider in Johor Bahru is seeking a Senior Personal Financial Consultant. In this position, you will build lasting relationships with high-value clients, providing tailored financial solutions to help them achieve their goals. You should have a degree in a relevant field and at least 3 years of experience in banking. The role requires strong communication skills and a proactive approach to customer service. Competitive salary and holistic benefits are offered.

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Proven sales and relationship-building skills.
• Self-motivated and results-driven.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve business targets.
• Collaborate with internal stakeholders to ensure seamless customer experiences and resolve issues.
• Stay informed on market trends, regulatory changes and product developments.

Skills

Relationship building

Sales and customer focus

Strong communication skills

Product knowledge in banking

Product knowledge

Education

Degree in finance or related field

Job description

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This exclusion clause shall take effect to the fullest extent permitted by law.You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.Senior Personal Financial Consultant page is loaded## Senior Personal Financial Consultantremote type: Onsitelocations: OCBC Malaysia, Taman Molektime type: Full timeposted on: Posted Todayjob requisition id: JR00006872# **WHO WE ARE:** Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.Your Opportunity Starts Here.# This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Senior Personal Financial Consultant Why Join Imagine building long-lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks. As a Personal Banking Relationship Manager at OCBC, you'll have the opportunity to make a real difference in people's lives and drive business growth. How you succeed It starts with understanding the needs and desires of our customers. You'll build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer-focused, you'll drive sales growth, expand your network, and deliver exceptional customer experiences. What you do - Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth - Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs - Develop and execute sales strategies to achieve business targets and expand your customer base - Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly - Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise Who you are - A degree holder with at least 3 years of experience in banking, finance, or a related field - Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds - Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships - Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products - Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth Who we are Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. What we offer Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.# # # **What we offer:**Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.