Wealth & Personal Banking Advisor

OCBC; Malacca City; On-site; MYR 67,000 - 112,000; Full time

Job summary

OCBC, Singapore’s longest established bank, invites you to join Malaysia as a Personal Financial Consultant. You’ll manage a portfolio of high-value customers and tailor investment, insurance, and banking solutions to help them achieve their goals.

You’ll build strong relationships, stay current on market trends, and work with internal teams to deliver seamless service while driving sales growth and customer satisfaction.

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

Sales

Relationship-building

Communication

Product knowledge

Proactive

Education

Bachelor’s degree in banking/finance

Job description

OCBC, Singapore’s longest established bank, invites you to join Malaysia as a Personal Financial Consultant. You’ll manage a portfolio of high-value customers and tailor investment, insurance, and banking solutions to help them achieve their goals.

You’ll build strong relationships, stay current on market trends, and work with internal teams to deliver seamless service while driving sales growth and customer satisfaction.