Wealth Growth Advisor – Banking & Investments (Onsite Malaysia)

OCBC Group; Kuantan; On-site; MYR 54,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Holistic and flexible benefits

Professional development opportunities

Job summary

A leading financial services firm in Malaysia is seeking a Personal Financial Consultant to manage high-value customer portfolios. This role involves providing tailored investment and banking solutions, driving sales growth, and building strong relationships with clients. The ideal candidate holds a degree and has at least 3 years of relevant experience, demonstrating strong communication and interpersonal skills. Join us to innovatively deliver financial services and foster community growth.

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Proven track record of achieving sales targets.
• Ability to build rapport with customers from diverse backgrounds.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide tailored financial solutions to achieve customer goals.
• Collaborate with stakeholders to ensure seamless customer experiences.

Skills

Strong communication skills

Sales and relationship-building skills

Product knowledge in banking and investments

Education

Bachelor's degree

Job description

A leading financial services firm in Malaysia is seeking a Personal Financial Consultant to manage high-value customer portfolios. This role involves providing tailored investment and banking solutions, driving sales growth, and building strong relationships with clients. The ideal candidate holds a degree and has at least 3 years of relevant experience, demonstrating strong communication and interpersonal skills. Join us to innovatively deliver financial services and foster community growth.