Personal Finance Specialist

4 days ago


Kuching, Sarawak, Malaysia OCBC Bank Full time
Job Overview:

As a Personal Financial Consultant, you will play a key role in delivering exceptional customer experiences and driving business growth.

Key Accountabilities
  • Develop and execute sales strategies to meet or exceed targets, focusing on cross-selling and upselling opportunities.
  • Provide expert advice on personal finance, investments, and wealth management, helping customers achieve their financial goals.
  • Collaborate with internal stakeholders to identify and capitalize on new business opportunities.
  • Maintain up-to-date knowledge of financial products and services, staying ahead of industry trends and regulatory changes.
What We Offer
  • A competitive salary and bonus structure, reflecting individual and team performance.
  • Ongoing training and development opportunities, enabling you to enhance your skills and expertise.
  • A dynamic and supportive work environment, fostering collaboration and innovation.
  • A chance to work with a leading financial institution, making a meaningful impact on customers' lives.


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