Wealth Management Advisor – Private Banking

OCBC; Sibu; Presencial; MYR 39.000 - 78.000; Jornada completa

Descripción de la vacante

OCBC Malaysia, Group Consumer Financial Services, is offering opportunity for graduates to begin a rewarding career in Consumer Banking & Wealth Management. The role involves providing one-stop banking solutions, financial advisory, cross-selling a broad range of products, and proactive relationship building with customers.

Fresh graduates are encouraged to apply; candidates with a driving license and transport are preferred.

Formación

• Bachelor’s degree in any field from an accredited university.
• Interest in financial planning, investment and in sales.
• Preferably with minimum 1 year experience in sales or service.
• Possess good interpersonal and communication skills; able to deliver high quality customer service.
• Possess a valid driving license & own transport.
• License and relevant certifications (PCE, CEILI, CUTE etc) is an added advantage.
• Fresh graduates are encouraged to apply.

Responsabilidades

• To provide “one-stop” banking solutions to our customers.
• To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
• To proactively manage and build long term customer relationship.
• To provide good after-sales and conduct sales visits to potential customers within the vicinity.
• Ensure adherence to the relevant policies, regulatory risk and compliance matters.

Conocimientos

Interpersonal skills

Communication skills

Customer service

Educación

Bachelor’s degree

Descripción del empleo

OCBC Malaysia, Group Consumer Financial Services, is offering opportunity for graduates to begin a rewarding career in Consumer Banking & Wealth Management. The role involves providing one-stop banking solutions, financial advisory, cross-selling a broad range of products, and proactive relationship building with customers.

Fresh graduates are encouraged to apply; candidates with a driving license and transport are preferred.