Wealth & Banking Solutions Advisor

OCBC company; Kuantan; On-site; MYR 44,000 - 65,000; Full time

Job summary

OCBC Malaysia in Kuantan is seeking a Personal Financial Consultant to build lasting relationships with high-value clients and help them grow wealth. You will tailor investment, insurance, and banking solutions, deliver proactive service, and drive growth in a competitive market.

The role requires a degree and at least 3 years in banking or finance, plus strong communication and sales skills. You will collaborate with internal teams to deliver seamless client experiences and stay informed on

Qualifications

• Bachelor's degree in a relevant field.
• Minimum 3 years of banking/finance experience.
• Strong communication and interpersonal skills with a proven sales track record.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investments, insurance, and banking products.
• Develop and implement sales strategies to achieve targets and expand the client base.
• Collaborate with internal stakeholders to deliver seamless client experiences.
• Stay updated on market trends, regulations, and product developments.

Skills

Portfolio management

Relationship building

Financial advisory

Sales targeting

Education

Bachelor's degree

Job description

OCBC Malaysia in Kuantan is seeking a Personal Financial Consultant to build lasting relationships with high-value clients and help them grow wealth. You will tailor investment, insurance, and banking solutions, deliver proactive service, and drive growth in a competitive market.

The role requires a degree and at least 3 years in banking or finance, plus strong communication and sales skills. You will collaborate with internal teams to deliver seamless client experiences and stay informed on