Personal Banker

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

Job Description - Personal Financial Consultant (Central Region) (210001P6)

Position Overview

Personal Financial Consultant (Central Region) - ( 210001P6 )

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.
Qualifications
  • 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.
Primary LocationJobOrganization
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