Wealth & Banking Advisor — Client Relationships

OCBC company; Malacca City; On-site; MYR 60,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Industry-leading learning opportunities

Community initiatives

Job summary

A leading financial institution in Malaysia seeks a skilled Personal Financial Consultant to build lasting relationships with customers and help them achieve their financial goals. You will manage a portfolio of high-value customers, provide tailored financial advice, and implement strategies to drive business growth. Ideal candidates are degree holders with at least 3 years' experience in banking or finance, possessing strong communication and relationship-building skills. Opportunities for professional development are available, along with flexible benefits.

Qualifications

• Minimum 3 years of experience in banking, finance, or related field.
• Strong communication skills to engage with customers.
• Proven track record in sales and building relationships.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.

Skills

Communication skills

Sales skills

Relationship-building

Product knowledge

Self-motivation

Education

Degree in Banking, Finance or related field

Job description

A leading financial institution in Malaysia seeks a skilled Personal Financial Consultant to build lasting relationships with customers and help them achieve their financial goals. You will manage a portfolio of high-value customers, provide tailored financial advice, and implement strategies to drive business growth. Ideal candidates are degree holders with at least 3 years' experience in banking or finance, possessing strong communication and relationship-building skills. Opportunities for professional development are available, along with flexible benefits.