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Personal Financial Consultant

Negotiable [Monthly salary]

Full-time · Fresh graduates · Diploma · Pulau Pinang-Bukit Mertajam
Chat & Apply
Annual leaveEPF & SOCSO

Job Details

Language Requirements: English/Fluent ;Chinese/Fluent ;Melayu/Fluent Two weeksRecruit1-3

Job Description

Job Responsibilities:

The role will be mainly responsible in
-To provide “One-Stop” and holistic banking solutions to our customers.
-Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target.
-Be Our Personal and Premier Banking Advocate and Acquire New Customer – You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking.
-Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner.
-Compliance – You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others.

Job Requirements:
-Diploma and above holder with minimum 1 year sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism).
-Fresh graduates are encouraged to apply.
-License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage.
-Possess strong interest in financial planning, investment, lending, and sales.
-Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills.
-Good social networking skill and able to deliver and maintain high quality of customer service.
-Multi-lingual will be an added advantage.
-Possesses own transport and willing to travel.

OCBC E2

Work Location

Pulau Pinang-Bukit Mertajam

Static Google Map

OCBC E2 POWER SDN BHD

500-999

3 hot job openings
Special Declaration

Special Declaration:

  • JOBPD strictly prohibits employers and recruiters from engaging in any illegal or unethical conduct that harms the legitimate rights of job seekers. If you discover such behavior, please report it to JOBPD immediately.

Jobpd is a job search and recruitment platform exclusively focused on Malaysia, dedicated to connecting outstanding talent with quality employers. We aim to provide efficient, convenient, and intelligent recruitment solutions for job seekers and businesses in Malaysia. Through digital means, combined with advanced technology and deep local market insights, our platform strives to create a fair and transparent career development ecosystem, empowering individuals in their career growth and ensuring the success of corporate talent strategies.

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