Wealth Advisor – Personal & Premier Banking

OCBC Bank (Malaysia) Berhad; Perak; On-site; MYR 36,000 - 60,000; Full time

Benefits offered by this job

Annual Leave

Medical and insurance coverage

Recognition & incentive trips

Structured career progression

Guided advisory and specialist support

Job summary

OCBC Bank (Malaysia) Berhad is seeking to recruit graduates for roles in Consumer Financial Services to deliver one-stop banking solutions and professional wealth advice. You will interact with customers at events and sales initiatives, acting as the bank’s ambassador for Personal/Premier Banking and helping grow the customer base.

The role emphasizes compliance, high-quality service, and proactive customer engagement, with opportunities for structured career progression and specialist support.

Qualifications

• Diploma or higher holder with minimum 1 year sales or service experience in financial or service industry.

Responsibilities

• Provide one-stop holistic banking solutions to customers.
• Offer professional wealth advice with regional wealth panel support.
• Be a personal and premier banking advocate to acquire new customers.

Skills

Sales

Customer service

Communication skills

Interpersonal skills

Multilingual

Education

Diploma or higher

Job description

OCBC Bank (Malaysia) Berhad is seeking to recruit graduates for roles in Consumer Financial Services to deliver one-stop banking solutions and professional wealth advice. You will interact with customers at events and sales initiatives, acting as the bank’s ambassador for Personal/Premier Banking and helping grow the customer base.

The role emphasizes compliance, high-quality service, and proactive customer engagement, with opportunities for structured career progression and specialist support.