Personal Financial Consultant

2 weeks ago


Penang, Malaysia OCBC Full time

The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offers an equally wide range of services. From branch to premier banking and everything in-between. That's a lot to get your teeth into and many career paths to follow. And you'll be doing it all while learning from the best in an award-winning environment.

Job Responsibilities:

  • 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 relationships.
  • To provide good after-sales service and conduct sales visits to potential customers within the vicinity.
  • Ensure adherence to the relevant policies, regulatory risk and compliance matters.

Job Requirements:

  • Bachelor's degree, in any field, from an accredited university/college.
  • Possess interest in financial planning, investment, and sales.
  • Preferably with a minimum of 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.) are an added advantage.
  • Fresh graduates are encouraged to apply.
Seniority Level
  • Entry level
Employment Type
  • Full-time
Job Function
  • Sales, Business Development, and Customer Service
Industries
  • Banking and Financial Services
#J-18808-Ljbffr

  • Penang, Malaysia OCBC Full time

    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...

  • Personal Banker

    3 weeks ago


    Penang, Malaysia OCBC Bank Full time

    Job Description - Personal Banker / Personal Financial Consultant (Penang) (240000B6)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...


  • Penang, Malaysia Broadcom Full time

    Job Description:We are seeking a skilled Strategic Financial Consultant to join our team at Broadcom. As a key member of our finance department, you will be responsible for developing and implementing financial plans that drive business growth.The ideal candidate will have a strong background in financial analysis, with experience in developing and...


  • Penang, Malaysia AIA Malaysia Full time

    Company OverviewAIA Bhd. is a leading insurer in Malaysia, where we have been privileged to do business since 1948.We offer a suite of financial solutions including Protection, Health, Personal Accident, Employee Benefits, General Insurance, Mortgage and Retirement products to meet our customers' protection and financial security needs at every life stage.


  • Penang, Malaysia OCBC Bank Full time

    Key ResponsibilitiesAs a Personal Banker/Personal Financial Consultant, you will be responsible for:Providing personalized banking solutions to our customers.Delivering exceptional customer service and meeting sales targets.Blding strong relationships with customers and identifying their financial needs.Staying up-to-date with market trends and regulatory...


  • Penang, Malaysia OCBC Full time

    Mass Interview - Personal Financial Consultant (Penang)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...


  • Penang, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us The Personal Financial Services Operation & Customer Service Executive's key responsibility is to engage with walk-in customers for transaction processing followed by need based discussion with customers for cross selling. Additionally you will also be the first point of contact to...

  • Sales Consultant

    4 weeks ago


    Penang, Malaysia Empireworld Mastery Advisors Full time

    SALES CONSULTANT OTHER PERSONAL SERVICE ACTIVITIES SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent


  • Penang, Malaysia OCBC Full time

    Mass Interview - Personal Financial Consultant (Penang)In our Group Consumer Financial Services division, we serve nearly 3 million customers across four key markets. Our customer proposition in Malaysia focuses on high net worth, premier and emerging affluent individuals, catering to their needs through our premium private, wealth management and affluent...

  • Associate Consultants

    4 weeks ago


    Penang, Malaysia Prudential BSN Takaful Berhad Full time

    Company DescriptionEstablished in 2006 through licensing by the Central Bank of Malaysia, Prudential BSN Takaful Berhad (PruBSN) is the leading takaful operator in the country. We provide financial security through a wide range of Family Takaful products, encompassing life and medical protection, savings, education, and corporate solutions, all complying...


  • Penang, Malaysia Standard Chartered Full time

    Wealth Solutions ConsultantIn this exciting role, you will have the opportunity to leverage your expertise in bancassurance products to support the Affluent Distribution, Business Banking, and Personal Banking teams in driving insurance sales and delivering exceptional customer service. Your responsibilities will include selling a variety of Bancassurance...


  • Penang, Malaysia J-Recruit Recruitment Agency Full time

    About the EmployerThe employer is one of the biggest banks in Malaysia with more than 400 branches across Malaysia and is now hiring for Personal Bankers to be stationed in their branches.Benefits:Basic Salary of RM3000-RM7000 (not including commissions, bonuses, and cash incentives)Yearly incentive trips and performance bonusesPreferential banking facility...


  • Penang, Malaysia Maybank Full time

    To acquire new business focusing on Primary Focus: mortgage, salary financing, and Secondary Focus: credit protection and credit card.To be responsible for sales fulfillment on Mortgage and Salary Financing.To participate in all sales and marketing activities, e.g., property launches, seminar selling, pocket talk, payroll, and product launching.To emphasize...


  • Penang, Malaysia Empireworld Mastery Advisors Full time

    HEALTH & WELLNESS CONSULTANT OTHER PERSONAL SERVICE ACTIVITIES Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5

  • Associate Consultant

    3 weeks ago


    Penang, Malaysia Prudential BSN Takaful Berhad Full time

    Company DescriptionEstablished in 2006 through a licence awarded by the Central Bank of Malaysia, PruBSN Takaful Berhad is the leading takaful operator in Malaysia. The company offers a wide range of Family Takaful products, including life and medical protection, savings, education, and corporate plans, all governed by shariah law. PruBSN has over 13,000...

  • Personal Banker

    2 weeks ago


    Penang, Malaysia AmBank Group Full time

    Add expected salary to your profile for insights.ResponsibilitiesDeliver sales target for deposit, bancassurance, unit trust and lending products.Understand customer needs and provide financial solutions.Manage and enquiry on branch products and services and attend to customer's complaints.Ensure sales and services rendered to the customers comply with...


  • Penang, Malaysia ACCA Careers Full time

    Tax Advisory ServicesWe are seeking a highly skilled Senior Associate Business Tax Expert to join our team in Penang, Malaysia. As a member of our Business Tax advisory team, you will provide tax advisory services to clients in various industries.Key ResponsibilitiesProviding tax compliance advisory services.Preparing tax returns and conducting compliance...


  • Penang, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Functional - Contribute directly to the sales, profitability and business growth of the branch. - Develop and implement sales and marketing strategies, identify and secure potential business opportunities for the Bank's products and services. - Drive and enhance customer service...

  • Business/ Takaful

    2 days ago


    Penang, Malaysia EFP FORWARD Full time

    The financial market revolution since late 90's has turned the financial industry into an ever-changing, more liberalized and challenging era. Today's consumers are exposed to aggressive marketing of financial products and services by various financial institutions. Many consumers are confused with the vast choice of financial products available and are not...


  • Penang, Malaysia Energy Job Search Full time

    **Benefits:**Comprehensive Medical & life insurance coverage.Flexible/hybrid work solutions.Performance driven discretionary bonus program.Employee Wellbeing Program: 24/7 access to specialists in finance, legal matters, family care, as well as personal health, fitness, and nutrition consulting.We are committed to creating an inclusive working environment...