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Financial Services Specialist

2 months ago

George Town, Penang, Malaysia OCBC Full time

About the Role

We are seeking a highly motivated and experienced Financial Services Specialist to join our team at OCBC. As a key member of our sales team, you will be responsible for providing exceptional customer service and promoting a range of financial products and services to our clients.

Key Responsibilities

  1. Develop and maintain strong relationships with existing and new customers to understand their financial needs and provide tailored solutions.
  2. Work closely with cross-functional teams to identify business opportunities and develop strategies to drive sales growth.
  3. Conduct regular sales visits to potential customers within the vicinity to promote our products and services.
  4. Ensure adherence to regulatory requirements and company policies to maintain a high level of customer satisfaction and loyalty.
  5. Collaborate with colleagues to share best practices and stay up-to-date with industry trends and developments.

Requirements

  1. Bachelor's degree in any field from an accredited university/college.
  2. Possess interest in financial planning, investment, and sales.
  3. Preferably with a minimum of 1 year of experience in sales or service.
  4. Possess good interpersonal and communication skills; able to deliver high-quality customer service.
  5. Possess a valid driving license and own transport.
  6. License and relevant certifications (PCE, CEILI, CUTE, etc.) are an added advantage.
  7. Fresh graduates are encouraged to apply.

What We Offer

As a Financial Services Specialist at OCBC, you will have the opportunity to work with a dynamic team, develop your skills and knowledge, and contribute to the growth and success of our organization.

Location

Malaysia-Pulau Pinang

Job Type

Permanent, Full-time