Personal Financial Consultant

6 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time
Personal Financial Consultant (GROW Program)

This job is a Personal Financial Consultant under the GROW Program that involves providing banking solutions, financial advisory, and building customer relationships in an accelerated career path. You might like this job because it offers job rotations, rewards, and exposure to wealth management in a leading bank.

Full-Time

few hours ago

Job Description

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands-on assignment, as well as exposure to the real-world challenges in Consumer Banking & Wealth Management. We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

GROW (Graduate Rotations For Optimal Work-experience) Program

  • A program with JOB ROTATIONS, making you a HOLISTIC BANKER
  • Be part of one of the Best Wealth Management Bank
  • Have fun and be rewarded monthly, quarterly and annual bonus.

Job 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.
Job Requirements
  • Fresh graduates are encouraged to apply.
  • 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.
Skills

Communication

Banking

Retail Banking

Product Knowledge

Company Benefits

Health screeningMedical leave & budgetDental/OpticalInsurance coverageEmployee Assistance Programme

Varied leave

Vacation leaveCSR leaveFamily leaveMaternity/Paternity leaveAdoption leaveExam leaveCareer break leaveCompassionate leave

Holiday facilitiesRecreation Club activities

Growing a sustainable business

Build a low carbon future through- Responsible financing- Sustainable financing & investing

Additional Info

Last active - few hours ago

Experience Level

#NoExperienceNeeded

Entry Level

Job Specialisation

Financial Services & Banking, Management Trainee, Others

Personal Financial Consultant (GROW Program)
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