Wealth & Personal Banking Advisor

OCBC company

Muar

On-site

MYR 60,000 - 90,000

Full time

14 days+
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Benefits offered by this job

Competitive base salary
Flexible benefits
Learning and professional development opportunities

Job summary

A leading financial institution in Asia seeks a Personal Financial Consultant in Muar, Malaysia. In this role, you will manage relationships with high-value customers, tailoring financial solutions to help them achieve their goals. The ideal candidate should have at least 3 years of experience in banking or finance, strong communication skills, and a track record of sales success. The position offers competitive salary and various benefits.

Qualifications

  • 3+ years of experience in banking or finance.
  • Ability to build rapport with diverse customers.
  • Proven track record of achieving sales targets.

Responsibilities

  • Manage a portfolio of high-value customers.
  • Provide tailored financial solutions to customers.
  • Collaborate with internal stakeholders for customer experience.

Skills

Strong communication
Sales and relationship-building
Financial product knowledge
Customer satisfaction focus

Education

Degree in banking, finance, or related field

Job description

A leading financial institution in Asia seeks a Personal Financial Consultant in Muar, Malaysia. In this role, you will manage relationships with high-value customers, tailoring financial solutions to help them achieve their goals. The ideal candidate should have at least 3 years of experience in banking or finance, strong communication skills, and a track record of sales success. The position offers competitive salary and various benefits.
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