Customer Financial Advisor

3 days ago


Johor Bahru, Johor, Malaysia OCBC Bank Full time

We are looking for a Customer Financial Advisor to join our team at OCBC Bank.

The successful candidate will be responsible for providing expert advice on personal financial matters, helping customers make informed decisions about their financial future. This role requires strong analytical and problem-solving skills, as well as the ability to communicate complex financial concepts to non-financial individuals.

  • Key Responsibilities:
  • • Provide comprehensive financial advisory services to customers
  • • Identify customers' financial needs and recommend suitable solutions
  • • Conduct regular reviews to ensure customers' financial goals are met
  • • Stay up-to-date with market trends and product developments to provide valuable insights to customers
Requirements and Qualifications
  • Degree from a recognized institution
  • Strong analytical and problem-solving skills
  • Ability to communicate complex financial concepts to non-technical individuals
  • Minimum 2 years experience in finance or related fields
  • Professional certifications (e.g., PCE, CEILI, CUTE) are advantageous

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