Financial Services Specialist

3 days ago


Johor Bahru, Johor, Malaysia OCBC Full time

About the Role

This is an exciting opportunity to join OCBC as a Financial Services Specialist, where you will play a key role in providing exceptional customer service and driving business growth.

Key Responsibilities

  1. Develop and maintain strong relationships with customers to understand their financial needs and provide tailored solutions.
  2. Work closely with cross-functional teams to identify business opportunities and implement sales strategies.
  3. Provide expert advice on a range of financial products and services, including banking solutions, investments, and insurance.
  4. Conduct regular sales visits to potential customers and provide excellent after-sales support.
  5. Ensure adherence to regulatory requirements and company policies.

Requirements

  1. Bachelor's degree in any field from an accredited university/college.
  2. Proven experience in sales or customer-facing roles, preferably in the financial services industry.
  3. Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  4. Valid driving license and own transport.
  5. Relevant certifications or licenses, such as PCE or CEILI, are an added advantage.

What We Offer

As a Financial Services Specialist at OCBC, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and contribute to the growth and success of the company.



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