Wealth Management Advisor - Private Banking

OCBC; West Coast Division; On-site; MYR 36,000 - 60,000; Full time

Job summary

OCBC Bank Malaysia is inviting fresh graduates to join a frontline Banking Sales role in Sabah. You will learn to provide one-stop banking solutions, offer financial advisory, and cross-sell a range of financial products to clients in the local area.

The program emphasizes building long-term customer relationships, adherence to policies, and hands-on experience in consumer banking and wealth management, with opportunities for career growth within OCBC.

Qualifications

• Bachelor’s degree from an accredited university.
• Interest in financial planning, investment and sales.
• 1 year sales or service experience preferred.
• Strong interpersonal and communication skills.
• Valid driving licence and own transport is an added advantage.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Customer service

Sales interest

Financial planning interest

Education

Bachelor’s degree

Job description

OCBC Bank Malaysia is inviting fresh graduates to join a frontline Banking Sales role in Sabah. You will learn to provide one-stop banking solutions, offer financial advisory, and cross-sell a range of financial products to clients in the local area.

The program emphasizes building long-term customer relationships, adherence to policies, and hands-on experience in consumer banking and wealth management, with opportunities for career growth within OCBC.