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Personal Financial Consultant

Company

OCBC Malaysia

Location

segamat, johor

Posted

June 21, 2026

Position Overview

Personal Financial Consultant

What you do

  • Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
  • Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
  • Develop and execute sales strategies to achieve business targets and expand your customer base
  • Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
  • Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise

Who you are

  • A degree holder with at least 3 years of experience in banking, finance, or a related field
  • Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds
  • Proven sales and relationship-building skills, with a track record of achievin...

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