Personal Financial Consultant

2 weeks ago

Ipoh, Perak, Malaysia Nirvana Asia Full time
Personal Financial Consultant - Northern Region (Penang, Alor Setar, Ipoh)

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and Greater 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.

We are currently hiring for the following locations:

Job Responsibilities:

  • To provide "One-Stop" and holistic banking solutions to our customers.
  • Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engaged with our wealth specialists, sensing the pulse of the global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target.
  • Be Our Personal and Premier Banking Advocate and Acquire New Customers – You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefits and inviting them to be part of the Personal / Premier Banking.
  • Service - You are expected to proactively engage our customers to establish a good relationship to achieve a growing customer satisfaction in line with the aim of improving customer engagement scores consistently.
  • Compliance - You are to adhere diligently to all documentary and process procedures and requirements. To ensure no lapses in control requirements and submit reports, both statutory and regulatory, in a timely manner. To ensure zero defects in account opening, sales transactions execution, loan submission, and others.

Job Requirements:

  • Diploma and above holder with minimum 1 year sales or service experience in the financial or service industry (e.g. service experience in Airline, Telco, Hotel, Tourism).
  • Fresh graduates are encouraged to apply.
  • License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) are an added advantage.
  • Possess strong interest in financial planning, investment, lending, and sales.
  • Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills.
  • Good social networking skills and able to deliver and maintain high quality customer service.
  • Multi-lingual skills will be an added advantage.
  • Possesses own transport and willing to travel.

Your application will include the following questions:

  • Which of the following types of qualifications do you have?
  • Do you possess or have access to your own transportation?

OCBC Bank is the longest established Singapore bank, formed in 1932 from the merger of three local banks. It is now the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's. It is also ranked by Bloomberg Markets as the world's strongest bank.

OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank's key markets are Singapore, Malaysia, Indonesia and Greater China, with a network of over 600 branches and representative offices in 18 countries and territories.

What can I earn as a Personal Financial Consultant?

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