Senior Personal Wealth Manager - Bangsar

OCBC; Kuala Lumpur; On-site; MYR 45,000 - 75,000; Full time

Job summary

OCBC Malaysia’s Group Consumer Financial Services division serves nearly 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, we tailor propositions for high net worth, premier and emerging affluent clients through private banking, wealth management, and affluent banking products.

We offer accelerated career paths for graduates to develop into future leaders with hands-on assignments and exposure to real-world Consumer Banking and Wealth Management challenges.

Qualifications

• Bachelor’s degree, in any field, from an accredited university / colleges.
• Possess interest in financial planning, investment and in sales.
• Preferably with minimum 1-2 year experience in sales or service experience.
• Possess good interpersonal and communication skills; able to deliver high quality customer service.
• Possess a valid driving license & own transport.
• License and relevant certifications (PCE, CEILI, CUTE etc) is an added advantage.

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

Interpersonal communication

Sales awareness

Financial planning interest

Education

Bachelor's degree

Job description

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands-on assignment, as well as exposure to the real-world challenges in Consumer Banking & Wealth Management.

Job 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.

Job Requirements:

• Bachelor’s degree, in any field, from an accredited university / colleges.
• Possess interest in financial planning, investment and in sales.
• Preferably with minimum 1-2 year experience in sales or service experience.
• Possess good interpersonal and communication skills; able to deliver high quality customer service.
• Possess a valid driving license & own transport.
• License and relevant certifications (PCE, CEILI, CUTE etc) is an added advantage.