Personal Financial Consultant

Found in: Talent MY C2 - 1 week ago


Kuala Lumpur, Malaysia OCBC Bank Full time
Personal Financial Consultant (Southern Region)-(210001P5)

Description

To provide “one-stop” banking solutions to our customers. To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services. To proactively manage and build long term customer relationship. To provide good after-sales and conduct sales visits to potential customers within the vicinity. Ensure adherence to the relevant policies, regulatory risk and compliance matters.

Qualifications

Bachelor’s degree, in any field, from an accredited university / colleges. Possess interest in financial planning, investment and in sales. Preferably with minimum 1 year experience in sales or service experience. Possess good interpersonal and communication skills; able to deliver high quality customer service. Possess a valid driving license & own transport. License and relevant certifications (PCE, CEILI, CUTE etc) is an added advantage. Fresh graduates are encouraged to apply.
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