Wealth Advisor for Personal Banking

OCBC company; Kepong; On-site; MYR 66,960 - 100,440; Full time

Job summary

OCBC Bank in Kepong is seeking a Personal Financial Consultant to manage a portfolio of high-value customers and offer expert investment, insurance, and banking guidance. You will tailor financial solutions to individual needs, execute sales strategies, and collaborate with internal teams to ensure seamless customer experiences.

The ideal candidate holds a bachelor’s degree in finance or related field and has 3+ years in banking or finance, with strong communication and relationship-building

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships.
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth.
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs.
• Develop and execute sales strategies to achieve business targets and expand your customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.
• Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise.

Skills

Relationship building

Sales

Communication

Education

Bachelor's degree in finance or related field

Job description

OCBC Bank in Kepong is seeking a Personal Financial Consultant to manage a portfolio of high-value customers and offer expert investment, insurance, and banking guidance. You will tailor financial solutions to individual needs, execute sales strategies, and collaborate with internal teams to ensure seamless customer experiences.

The ideal candidate holds a bachelor’s degree in finance or related field and has 3+ years in banking or finance, with strong communication and relationship-building