job description
Are you a passionate finance professional looking to make a meaningful impact? OCBC Bank is seeking highly motivated Personal Financial Consultants to join our Consumer Financial Services (CFS) division in Bukit Mertajam, Ipoh, and Teluk Intan. As a key member of our team, you will serve a diverse customer base, helping them achieve their financial goals through personalized solutions and expert advice.
At OCBC, we pride ourselves on a culture of excellence and integrity. You will be provided with the training, tools, and professional support necessary to excel in the competitive banking landscape. If you possess a strong sales drive, a passion for customer relationship management, and a deep interest in financial planning, we invite you to grow your career with one of Malaysia's leading financial institutions.
Responsibility
- Proactively engage with customers to identify their financial needs and provide suitable banking and investment solutions.
- Manage and grow a portfolio of retail banking clients, focusing on cross-selling products such as insurance, unit trusts, and deposits.
- Deliver exceptional customer service by providing professional financial advice tailored to individual life stages and goals.
- Conduct regular financial health check-ups and investment reviews for existing customers.
- Participate in branch-based marketing activities and campaigns to increase market penetration and brand awareness.
- Maintain high standards of compliance and regulatory adherence in all financial advisory activities.
- Collaborate with internal specialists to offer holistic financial planning services to high-net-worth individuals.
Qualifications
- Bachelor’s Degree in Finance, Business, Economics, or a related field.
- Minimum 1-2 years of experience in sales or relationship management, preferably within the banking or insurance sector.
- Strong interpersonal and communication skills, with the ability to build rapport quickly.
- Possession of relevant financial licenses (e.g., PCE, CEILI, TBE) is highly advantageous.
- Self-driven, results-oriented, and capable of working in a fast-paced, target-driven environment.
- Fluent in English, Malay, and local dialects to effectively serve a diverse clientele.
- Willingness to travel between branches if required.