Personal Financial Consultant

4 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full time

OCBC WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Personal Financial Consultant - KL Main

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.

Job Highlights:

  • Be part of one of the Best Wealth Management Bank.
  • Have fun & be rewarded with monthly, quarterly and annual payout.

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 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:

  • Bachelor's degree, in any field, from an accredited university / colleges.
  • Possess interest in financial planning, investment and in sales.
  • 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.
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Sales, Business Development, and Customer Service
  • Industries: Banking and Financial Services
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