Senior Wealth & Investment Advisor

OCBC company; Johor Bahru; 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.

Skills

Relationship building

Sales and customer focus

Strong communication skills

Product knowledge in banking

Education

Degree in finance or related field

Job description

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.