Wealth & Relationship Advisor — Personal Banking

OCBC Group; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Learning opportunities

Job summary

OCBC Malaysia in Cheras is seeking a Personal Financial Consultant to build long-lasting relationships with customers, understand their financial goals, and provide tailored banking and investment solutions.

You will manage high-value portfolios, offer expert advice on investments, insurance, and banking products, and collaborate with internal teams to deliver seamless service while staying updated on market trends.

Qualifications

• Degree holder with at least 3 years of banking or finance experience.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building track record.
• Ability to provide expert advice on investment, insurance, and banking products.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal stakeholders to deliver seamless customer experiences.
• Stay up-to-date with market trends and regulatory changes to maintain expertise.

Skills

Communication

Interpersonal skills

Sales ability

Relationship-building

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia in Cheras is seeking a Personal Financial Consultant to build long-lasting relationships with customers, understand their financial goals, and provide tailored banking and investment solutions.

You will manage high-value portfolios, offer expert advice on investments, insurance, and banking products, and collaborate with internal teams to deliver seamless service while staying updated on market trends.