Wealth Advisory Specialist (One-Stop Banking)

OCBC; Kuala Lumpur; On-site; MYR 36,000 - 60,000; Full time

Job summary

OCBC Malaysia’s Group Consumer Financial Services division in Kuala Lumpur invites fresh graduates to join an accelerated career path. The program provides a comprehensive, hands-on assignment across consumer banking and wealth management, exposing you to real-world challenges and fast-track leadership opportunities within a premier banking environment.

You will learn to provide one-stop banking solutions, deliver financial advisory, promote a wide range of products, and build long-term customer

Qualifications

• Bachelor’s degree, in any field, from an accredited university / colleges.
• Interest in financial planning, investment and in sales.
• Fresh graduates are encouraged to apply.

Responsibilities

• To provide “one-stop” banking solutions to our customers.
• To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
• To proactively manage and build long term customer relationship.
• To provide good after-sales and conduct sales visits to potential customers within the vicinity.
• Ensure adherence to the relevant policies, regulatory risk and compliance matters.

Skills

Sales aptitude

Communication skills

Interpersonal skills

Education

Bachelor's degree

Job description

OCBC Malaysia’s Group Consumer Financial Services division in Kuala Lumpur invites fresh graduates to join an accelerated career path. The program provides a comprehensive, hands-on assignment across consumer banking and wealth management, exposing you to real-world challenges and fast-track leadership opportunities within a premier banking environment.

You will learn to provide one-stop banking solutions, deliver financial advisory, promote a wide range of products, and build long-term customer