Personal Financial Consultant

5 days ago


Ipoh, Perak, 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.

We are currently hiring for the following locations:

  • OCBC Ipoh
  • OCBC Taiping
  • OCBC Teluk Intan

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 of experience in sales or service.
  • Possess good interpersonal and communication skills; able to deliver high-quality customer service.
  • Possess a valid driving license and own transport.
  • Licenses and relevant certifications (PCE, CEILI, CUTE, etc.) are an added advantage.
  • Fresh graduates are encouraged to apply.
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