Senior Personal Financial Consultant

OCBC; Kuching; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Kuching is seeking a Senior Personal Financial Consultant to transform clients' financial lives by developing personalized financial plans. Ideal candidates will have at least 5 years of financial planning experience and must be able to clearly communicate complex financial concepts. The role involves meeting clients, providing expert advice, and collaborating with professionals in the field. Competitive salary and comprehensive benefits are offered.

Benefits

Competitive base salary

Holistic, flexible benefits

Learning and professional development opportunities

Qualifications

• At least 5 years of experience in financial planning or a related field.
• Ability to develop personalized financial plans for clients.
• Experience in investment, insurance, and retirement planning.

Responsibilities

• Meet with customers to understand their financial goals.
• Develop and implement personalized financial plans.
• Provide expert advice on investment and retirement planning.
• Conduct financial analysis to identify areas for improvement.
• Collaborate with financial professionals for comprehensive solutions.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem‑solving skills

Ability to work in a fast‑paced environment

Education

Degree in finance or economics

Professional certifications (CFP or CFA)

Job description

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. By taking the time to truly understand people, we provide support, services, solutions, and career paths that meet their individual needs and desires. We are on a journey of transformation, leveraging technology and creativity to become a future‑ready learning organisation, with the strategic ambition to be Asia’s leading financial services partner for a sustainable future.

Senior Personal Financial Consultant

Why Join

Imagine having the power to transform lives by helping people achieve their financial goals. As a Senior Personal Financial Consultant at OCBC, you’ll have the opportunity to make a real difference in the lives of our customers, working with a dedicated team that provides expert financial guidance and support to individuals and families.

How you succeed

To succeed in this role, you’ll build strong relationships with customers and understand their unique financial needs and goals. You’ll work closely with them to develop personalized financial plans, provide expert advice, and help them make informed decisions about their financial futures. Your ability to communicate complex financial concepts in a clear and concise manner will be key to your success.

What you do

• Meet with customers to understand their financial goals and objectives
• Develop and implement personalized financial plans that meet their needs
• Provide expert advice on investment, insurance, and retirement planning
• Conduct financial analysis and risk assessments to identify areas for improvement
• Collaborate with other financial professionals to provide comprehensive financial solutions

Who you are

• A degree in a related field, such as finance or economics
• At least 5 years of experience in financial planning or a related field
• Professional certifications, such as CFP or CFA, are highly desirable
• Excellent communication and interpersonal skills
• Strong analytical and problem‑solving skills
• Ability to work in a fast‑paced environment and meet sales targets

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, and fair employment. Selection is based on ability and fit with our culture and values. Your wellbeing, growth, and aspirations are as cared for as the needs of our customers.