Personal Banker/ Personal Financial Consultant (Money Specialist) - Klang Valley

  • Competitive
  • Kuala Lumpur, Federal Territory, Malaysia
  • CDI, Plein-temps
  • OCBC Bank (Malaysia) Berhad
  • 23 sept. 17

Personal Banker/ Personal Financial Consultant (Money Specialist) - Klang Valley

  • Provide advisory and completion of customer needs analysis
  • Conduct customer review of needs analysis in a consistent and professional manner
  • Promote and cross-sell OCBC products strictly based on client needs
  • Manage Insurance and Investment submission defects and account opening defects
  • Achieve compliance of all statutory and regulatory requirements at all times (including shariah )
  • Achieve compliance, accuracy and completeness in the account opening and insurance selling process at all times


Qualifications
  • Possess strong interest in financial planning and investment, and determined to excel in sales.
  • Possess a good degree in any fields.
  • Minimum Diploma holder
  • Candidates with at least 1 year sales or service experience are preferred. Candidates with experience in consumer banking and/or sales will have an added advantage.
  • Possess good interpersonal and communication skills, and is independent and resourceful.
  • Possess a valid driving license & own transport.