Wealth Planning Consultant – Personal Finance

OCBC Bank (Hong Kong) Limited; Muar; On-site; MYR 35,000 - 50,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Learning and professional development opportunities

Job summary

OCBC Bank (Hong Kong) Limited is looking for a Personal Financial Consultant in Muar, Malaysia. This role involves providing comprehensive banking solutions, financial advisory services, and building long-term customer relationships.

The ideal candidate will have a Bachelor's degree and preferably some sales experience. The bank offers flexible benefits, competitive salary, and opportunities for professional development in a supportive team environment.

Qualifications

• Interest in financial planning, investment, and sales.
• Preferably with a minimum of 1 year experience in sales or service experience.
• Possess a valid driving license & own transport.

Responsibilities

• Provide 'one-stop' banking solutions to customers.
• Promote and cross-sell a comprehensive range of financial products.
• Manage and build long-term customer relationships.

Skills

Interpersonal skills

Communication skills

Sales experience

Education

Bachelor's degree in any field

Job description

OCBC Bank (Hong Kong) Limited is looking for a Personal Financial Consultant in Muar, Malaysia. This role involves providing comprehensive banking solutions, financial advisory services, and building long-term customer relationships.

The ideal candidate will have a Bachelor's degree and preferably some sales experience. The bank offers flexible benefits, competitive salary, and opportunities for professional development in a supportive team environment.