Wealth & Investment Advisor - Personal Banking

OCBC; Kuala Lumpur; On-site; MYR 78,120 - 122,760; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and development opportunities

Community initiatives

Culture and values fit

Job summary

OCBC is seeking a Personal Financial Consultant in Kuala Lumpur to build long-lasting customer relationships and help clients achieve their financial goals. You will provide tailored advice on investments, insurance, and banking products, while driving sales and expanding the customer base.

You will manage a portfolio of high-value clients, collaborate with internal teams, and stay informed about market trends to deliver exceptional service and value.

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.
• Strong product knowledge, with the ability to provide expert advice on 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 and targets

Communication skills

Customer service

Product knowledge

Education

Bachelor's degree

Job description

OCBC is seeking a Personal Financial Consultant in Kuala Lumpur to build long-lasting customer relationships and help clients achieve their financial goals. You will provide tailored advice on investments, insurance, and banking products, while driving sales and expanding the customer base.

You will manage a portfolio of high-value clients, collaborate with internal teams, and stay informed about market trends to deliver exceptional service and value.