Wealth Growth Consultant - Personal Banking

OCBC Group; Petaling Jaya; On-site; MYR 44,640 - 89,280; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development opportunities

Job summary

OCBC Malaysia in Petaling Jaya is seeking a Personal Financial Consultant to help clients achieve their financial goals by offering tailored banking, investment and insurance solutions. You will manage a portfolio of high-value customers, build trust, and deliver exceptional service.

The ideal candidate holds a degree and at least 3 years in banking or finance, has strong communication and sales skills, and thrives in a target-driven environment.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills with a track record of achieving targets and growing customer relationships.

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 the 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 expertise.

Skills

Communication skills

Interpersonal skills

Sales & relationship-building

Banking product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia in Petaling Jaya is seeking a Personal Financial Consultant to help clients achieve their financial goals by offering tailored banking, investment and insurance solutions. You will manage a portfolio of high-value customers, build trust, and deliver exceptional service.

The ideal candidate holds a degree and at least 3 years in banking or finance, has strong communication and sales skills, and thrives in a target-driven environment.