Wealth Advisory Specialist

OCBC; Kajang; On-site; MYR 60,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

OCBC in Malaysia seeks a Personal Financial Consultant to build long-lasting relationships with customers, understand their goals, and tailor financial solutions across investments, insurance, and banking products.

You will manage a portfolio of high-value clients, drive sales, collaborate with internal teams, and stay updated on market trends and regulatory changes to deliver exceptional customer experiences.

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.
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth.

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

Strong communication

Relationship-building

Sales

Client focus

Education

Bachelor’s degree

Job description

OCBC in Malaysia seeks a Personal Financial Consultant to build long-lasting relationships with customers, understand their goals, and tailor financial solutions across investments, insurance, and banking products.

You will manage a portfolio of high-value clients, drive sales, collaborate with internal teams, and stay updated on market trends and regulatory changes to deliver exceptional customer experiences.