Wealth & Relationship Consultant - Personal Banking

OCBC Malaysia; Petaling Jaya; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Equal opportunity

Fair employment

Wellbeing support

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with clients and help them reach financial goals. You will identify opportunities, tailor solutions, and drive sales growth while delivering exceptional customer experiences.

The role requires a degree in finance or banking and a proven track record in banking, with strong communication and customer-service skills. A competitive base salary and holistic benefits are offered.

Qualifications

• A degree holder with at least 3 years in banking or finance.
• Strong communication and interpersonal skills.
• Proven track record in sales and relationship 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

Relationship building

Sales skills

Communication skills

Customer service

Education

Bachelor's degree in finance/banking

Tools

CRM software

Job description

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with clients and help them reach financial goals. You will identify opportunities, tailor solutions, and drive sales growth while delivering exceptional customer experiences.

The role requires a degree in finance or banking and a proven track record in banking, with strong communication and customer-service skills. A competitive base salary and holistic benefits are offered.