Wealth Growth Advisor

OCBC Malaysia; Ipoh; On-site; MYR 78,000 - 123,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with customers, understand their financial goals, and tailor solutions that meet their needs. You will manage a portfolio of high-value clients, provide expert advice on investments, insurance, and banking products, and develop sales strategies to achieve targets while delivering seamless customer experiences.

Strong communication and product knowledge are essential, and a degree with at least 3 years of

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills with a track record of achieving targets.
• Strong product knowledge across 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

Relationship building

Sales skills

Communication

Product knowledge

Education

Bachelor's degree in related field

Job description

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with customers, understand their financial goals, and tailor solutions that meet their needs. You will manage a portfolio of high-value clients, provide expert advice on investments, insurance, and banking products, and develop sales strategies to achieve targets while delivering seamless customer experiences.

Strong communication and product knowledge are essential, and a degree with at least 3 years of