Wealth & Investment Advisor (Personal Banking)

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with high-value customers and help them achieve financial goals. You will provide tailored investment, insurance, and banking advice, and drive sales growth within a supportive team.

Join a leading regional bank offering extensive learning, development opportunities, and a holistic benefits suite. The role emphasizes customer-centric solutions and collaboration with internal teams to ensure best-in-class

Qualifications

• Bachelor's degree in finance, banking, or related field.
• Minimum 3 years of banking or financial services experience.
• Strong communication and interpersonal skills.

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 skills

Communication

Education

Bachelor's degree in Finance/Banking

Job description

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with high-value customers and help them achieve financial goals. You will provide tailored investment, insurance, and banking advice, and drive sales growth within a supportive team.

Join a leading regional bank offering extensive learning, development opportunities, and a holistic benefits suite. The role emphasizes customer-centric solutions and collaboration with internal teams to ensure best-in-class