Senior Wealth & Investment Advisor

OCBC; Johor Bahru; Presencial; MYR 60.000 - 90.000; Jornada completa

Descripción de la vacante

OCBC invites applications for a Senior Personal Financial Consultant to build long-term relationships with customers and help them achieve financial goals. You’ll advise on investments, insurance, and banking products, and drive sales growth across wealth and asset building.

You will manage a portfolio of high-value clients, tailor solutions, and collaborate with internal teams to ensure exceptional service. A degree and 3+ years in banking are preferred to succeed.

Formación

• Excellent communication and interpersonal skills.
• Proven sales and relationship-building abilities.
• Strong knowledge of banking products for advisory roles.

Responsabilidades

• 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 achieve targets.
• Collaborate with internal stakeholders to deliver seamless experiences.
• Stay updated on market trends, regulations, and product developments.

Conocimientos

Communication

Sales experience

Relationship building

Product knowledge

Educación

Bachelor's degree

Descripción del empleo

OCBC invites applications for a Senior Personal Financial Consultant to build long-term relationships with customers and help them achieve financial goals. You’ll advise on investments, insurance, and banking products, and drive sales growth across wealth and asset building.

You will manage a portfolio of high-value clients, tailor solutions, and collaborate with internal teams to ensure exceptional service. A degree and 3+ years in banking are preferred to succeed.