Wealth & Relationship Advisor (Subang Jaya)

OCBC company; Subang Jaya; On-site; MYR 66,960 - 100,440; Full time

Job summary

OCBC Malaysia in Subang Jaya is seeking a Personal Financial Consultant to build and manage strong relationships with high-value customers, offering tailored investment, insurance, and banking solutions. You will drive wealth growth by identifying opportunities and delivering excellent service.

You will develop sales strategies, collaborate with internal teams, and stay informed about market trends and regulatory changes to provide expert advice and maintain client trust.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills to build rapport with customers.
• Proven track record in sales and growing customer relationships.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products tailored to client needs.
• Develop and execute sales strategies to achieve targets and expand the customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues.
• Stay up-to-date with market trends, regulatory changes, and product developments.

Skills

Relationship management

Sales skills

Banking product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia in Subang Jaya is seeking a Personal Financial Consultant to build and manage strong relationships with high-value customers, offering tailored investment, insurance, and banking solutions. You will drive wealth growth by identifying opportunities and delivering excellent service.

You will develop sales strategies, collaborate with internal teams, and stay informed about market trends and regulatory changes to provide expert advice and maintain client trust.