Wealth Growth Advisor - Personal Banking

OCBC Group; Miri; On-site; MYR 53,568 - 80,352; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development

Community initiatives

Equal opportunity

Job summary

OCBC Group in Miri seeks a Personal Financial Consultant to manage a portfolio of high-value customers, offering tailored investment, insurance and banking solutions. You will build trusted relationships, identify growth opportunities, and help clients achieve their financial goals.

We value proactive, customer-focused professionals with at least 3 years in banking or finance, strong communication skills, and a proven sales track record. Enjoy a supportive team and competitive rewards.

Qualifications

• A degree holder with at least 3 years of banking/finance experience.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills.
• Strong product knowledge on investment, insurance, and banking products.

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

Communication

Product knowledge

Education

Bachelor's degree in finance or related field

Job description

OCBC Group in Miri seeks a Personal Financial Consultant to manage a portfolio of high-value customers, offering tailored investment, insurance and banking solutions. You will build trusted relationships, identify growth opportunities, and help clients achieve their financial goals.

We value proactive, customer-focused professionals with at least 3 years in banking or finance, strong communication skills, and a proven sales track record. Enjoy a supportive team and competitive rewards.