Senior Wealth & Investment Advisor

OCBC Malaysia; Alor Setar; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Holistic benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Culture and values

Job summary

OCBC Malaysia is seeking a Senior Personal Financial Consultant to manage a portfolio of high-value customers, understand their financial goals, and deliver tailored investment, insurance, and banking solutions. You will build strong relationships while driving business growth.

You will develop and execute sales strategies to meet targets, collaborate with colleagues across teams, and stay informed on market trends to provide proactive, compliant guidance.

Qualifications

• Degree in banking, finance, or related field with at least 3 years of experience.
• Strong communication and customer-focused mindset.
• Proven ability to hit sales targets and grow client relationships.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to meet targets.
• Collaborate with internal teams for seamless customer experiences.
• Stay updated on market trends and regulatory changes.

Skills

Strong communication skills

Interpersonal skills

Proven sales experience

Relationship-building

Product knowledge

Education

Bachelor's degree in Banking/Finance

Job description

OCBC Malaysia is seeking a Senior Personal Financial Consultant to manage a portfolio of high-value customers, understand their financial goals, and deliver tailored investment, insurance, and banking solutions. You will build strong relationships while driving business growth.

You will develop and execute sales strategies to meet targets, collaborate with colleagues across teams, and stay informed on market trends to provide proactive, compliant guidance.