Senior Wealth & Investment Advisor

OCBC Malaysia; Malaysia; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Industry-leading learning & growth

Job summary

OCBC Malaysia is seeking a Senior Personal Financial Consultant to manage a portfolio of affluent clients, offering tailored investment, insurance, and banking solutions. You will drive sales growth, build lasting relationships, and collaborate with colleagues to deliver superior customer experiences.

Ideal candidates hold a degree with 3+ years in banking, possess strong communication and product knowledge, and are proactive and results-oriented to grow customer wealth and contribute to the

Qualifications

• Bachelor’s degree in banking, finance, or a related field.
• At least 3 years of banking experience.
• Excellent communication and customer-service skills.
• Proactive and results-driven with sales focus.
• Ability to provide tailored financial solutions.

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 stakeholders to ensure seamless service.
• Stay updated on market trends and regulatory changes.

Skills

Communication

Relationship building

Sales

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Senior Personal Financial Consultant to manage a portfolio of affluent clients, offering tailored investment, insurance, and banking solutions. You will drive sales growth, build lasting relationships, and collaborate with colleagues to deliver superior customer experiences.

Ideal candidates hold a degree with 3+ years in banking, possess strong communication and product knowledge, and are proactive and results-oriented to grow customer wealth and contribute to the