Banking Services Consultant

4 days ago


Kuching, Sarawak, Malaysia OCBC Bank Full time
Role Summary:

We are seeking a skilled Personal Financial Consultant to join our team, responsible for delivering personalized banking solutions to customers.

Main Responsibilities
  • Identify and pursue new business opportunities, building relationships with existing and prospective customers.
  • Provide expert advice on financial planning, investments, and wealth management, helping customers achieve their goals.
  • Develop and implement sales strategies to meet or exceed targets, focusing on cross-selling and upselling opportunities.
  • Maintain accurate records of customer interactions, transactions, and communications.
Essential Requirements
  • Bachelor's degree in a relevant field from an accredited institution.
  • Proven experience in sales or customer-facing roles, preferably in the banking sector.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships.
  • Familiarity with financial products and services, including investment options and risk management strategies.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.


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