Personal Financial Consultant

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank 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 offer an accelerated career path for aspiring graduates to be future leaders. This is a start to a rewarding career opportunity that provides you with 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 while sharpening your personal and professional competencies.

Responsibilities
  • Provide "one-stop" banking solutions to our customers.
  • Provide financial advisory, promote, and cross-sell a comprehensive range of financial products and services.
  • Proactively manage and build long-term customer relationships.
  • 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 and own transport.
  • License and relevant certifications (PCE, CEILI, CUTE, etc.) are an added advantage.
  • Fresh graduates are encouraged to apply.
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