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Wealth Management Expert

2 weeks ago

Klang Municipal Council, Malaysia OCBC Full time
Sales and Service Professional

About Us

We serve almost 3 million customers across Southeast Asia, offering premier private, wealth management and affluent banking propositions. In Consumer Banking & Wealth Management, we provide opportunities for aspiring graduates to be future leaders.

This is a rewarding career opportunity that offers a comprehensive and hands-on assignment, as well as exposure to real-world challenges. You will be able to demonstrate your critical thinking ability, showcase innovative ideas, and sharpen personal and professional competencies.

Job Description

  • You will provide one-stop banking solutions to our customers.
  • You will provide financial advisory services, promote and cross-sell a range of financial products and services.
  • You will proactively manage and build long-term customer relationships.
  • You will deliver excellent after-sales service and conduct sales visits to potential customers within their vicinity.
  • You will ensure adherence to relevant policies, regulatory risk and compliance matters.

Requirements

  • Bachelor's degree from an accredited university/college.
  • Possess interest in financial planning, investment, and sales.
  • Preferably with minimum 1 year experience in sales or service.
  • Possess good interpersonal and communication skills; able to 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.