Wealth & Personal Banking Advisor

OCBC Malaysia; Batu Pahat; On-site; MYR 56,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Community initiatives

Learning & development

Equal opportunity

Wellbeing & growth

Job summary

OCBC Malaysia invites you to join our Personal Banking team as a Personal Financial Consultant, helping clients achieve their financial goals and grow their wealth. You’ll build long-term relationships with high-value customers and tailor solutions across investments, insurance, and banking products.

You’ll be empowered to develop sales strategies, collaborate with internal stakeholders, and stay ahead of market trends to deliver exceptional client experiences and sustainable business growth.

Qualifications

• Degree holder with at least 3 years of banking or finance experience.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building ability.
• Solid knowledge of investment, insurance, and banking products.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide tailored financial advice on investments, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal teams to ensure seamless customer experiences.
• Stay updated on market trends and regulatory changes.

Skills

Relationship management

Sales skills

Investment guidance

Product knowledge

Education

Bachelor's degree in a related field

Job description

OCBC Malaysia invites you to join our Personal Banking team as a Personal Financial Consultant, helping clients achieve their financial goals and grow their wealth. You’ll build long-term relationships with high-value customers and tailor solutions across investments, insurance, and banking products.

You’ll be empowered to develop sales strategies, collaborate with internal stakeholders, and stay ahead of market trends to deliver exceptional client experiences and sustainable business growth.