Wealth & Banking Advisor for High-Value Clients

OCBC company; Petaling Jaya; On-site; MYR 60,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits and wellness perks

Learning and career development

Job summary

OCBC Malaysia in Petaling Jaya is seeking a Personal Financial Consultant to manage a portfolio of high-value clients, providing tailored investment, insurance, and banking solutions while driving growth. You will work onsite, collaborate with internal teams, stay abreast of market trends, and deliver exceptional customer experiences that build lasting relationships and business results.

The role requires a degree and 3+ years in banking or finance, with strong communication and relationship

Qualifications

• Minimum 3 years of banking, finance, or related experience.
• Degree holder with strong communication and relationship-building skills.
• Proven sales track record and ability to grow customer relationships.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop sales strategies to achieve targets and expand client base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.

Job description

OCBC Malaysia in Petaling Jaya is seeking a Personal Financial Consultant to manage a portfolio of high-value clients, providing tailored investment, insurance, and banking solutions while driving growth. You will work onsite, collaborate with internal teams, stay abreast of market trends, and deliver exceptional customer experiences that build lasting relationships and business results.

The role requires a degree and 3+ years in banking or finance, with strong communication and relationship