Wealth Management Professional

2 weeks ago


Penang, Malaysia OCBC Full time

Are you passionate about helping others achieve their financial goals? Do you enjoy working with people and building strong relationships?

We are looking for a Wealth Management Professional to join our team at OCBC. As a key member of our Consumer Financial Services division, you will play a vital role in serving our customers' financial needs.

In this role, you will have the opportunity to work closely with customers to understand their financial goals and develop personalized solutions to meet their needs. You will also be responsible for promoting a range of financial products and services, including investments, insurance, and loans.

Responsibilities:

  • Build and maintain strong relationships with customers
  • Develop and implement customized financial plans
  • Identify and recommend relevant financial products and services
  • Stay up-to-date with industry trends and regulatory requirements

Requirements:

  • Bachelor's degree from an accredited university/college
  • Relevant experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Possess a valid driving license and own transport


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