Wealth Growth Advisor

OCBC Malaysia; Kepong; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits package

Learning and development opportunities

Community initiatives

Job summary

OCBC Malaysia is recruiting a Personal Financial Consultant to manage a portfolio of high-value customers, offering tailored investment, insurance, and banking solutions. You will build strong relationships, identify opportunities, and execute sales strategies to achieve targets while collaborating with internal teams to deliver seamless experiences.

The role requires a degree and at least 3 years’ experience in banking or finance, with excellent communication and customer-focused acumen.

Qualifications

• University degree holder with 3+ years in banking, finance or related field.
• Strong communication and interpersonal skills to build rapport with diverse customers.
• Proven sales and relationship-building with targets and growth of 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 tailored to needs.
• Develop and execute sales strategies to reach business targets and expand customer base.
• Collaborate with internal stakeholders to ensure seamless customer experiences and resolve issues promptly.

Skills

Strong communication

Interpersonal skills

Sales and relationship-building

Product knowledge

Education

University degree

Job description

OCBC Malaysia is recruiting a Personal Financial Consultant to manage a portfolio of high-value customers, offering tailored investment, insurance, and banking solutions. You will build strong relationships, identify opportunities, and execute sales strategies to achieve targets while collaborating with internal teams to deliver seamless experiences.

The role requires a degree and at least 3 years’ experience in banking or finance, with excellent communication and customer-focused acumen.