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Full Time Personal Financial Consultant - Ipoh Jobs, in OCBC Perak - Maukerja

Personal Financial Consultant - Ipoh

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Working Location

  • Ipoh Perak Malaysia

Job Description

Responsibilities

CONSUMER FINANCIAL SERVICES (CFS)


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.


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:

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

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