Career Starter in Consumer Finance

2 weeks ago


Penang, Malaysia OCBC Full time
Mass Interview - Personal Financial Consultant (Penang)

As a Personal Financial Consultant, you will play a crucial role in serving almost 3 million customers across Singapore, Malaysia, Indonesia and China through our Group Consumer Financial Services division. Your primary focus will be on high net worth, premier and emerging affluent individuals, providing them with premium private, wealth management and affluent banking propositions.

This role offers a comprehensive and hands-on assignment, exposing you to real-world challenges in Consumer Banking & Wealth Management. You will also have the opportunity to develop your critical thinking ability and innovative ideas, while sharpening your personal and professional competencies.

Our Expectations:

  • Deliver 'one-stop' banking solutions to our customers
  • Provide financial advisory, promote and cross-sell a range of financial products and services
  • Manage and build long-term customer relationships
  • Ensure good after-sales service and conduct sales visits to potential customers
  • Adhere to relevant policies, regulatory risk and compliance matters

Requirements:

  • Bachelor's degree in any field from an accredited university/college
  • Possess interest in financial planning, investment and sales
  • Possess good interpersonal and communication skills; deliver high-quality customer service
  • Possess a valid driving license and own transport
  • License and relevant certifications are an added advantage
  • Fresh graduates are encouraged to apply


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