Personal Financial Consultant - Bangsar

OCBC Federal Territory of Kuala Lumpur, Malaysia

Personal Financial Consultant - Bangsar

OCBC Federal Territory of Kuala Lumpur, Malaysia

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands‑on assignment, as well as exposure to the real‑world challenges in Consumer Banking & Wealth Management.

Job Responsibilities

• To provide “one-stop” banking solutions to our customers.
• To provide financial advisory, promote and cross‑sell a comprehensive range of financial products and services.
• To proactively manage and build long‑term customer relationship.
• To provide good after‑sales and conduct sales visits to potential customers within the vicinity.
• Ensure adherence to the relevant policies, regulatory risk and compliance matters.

Job Requirements

Seniority level

Employment type

Job function

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