Personal Financial Consultant
OCBC Bank(1 month ago)
Seremban, Malaysia, MalaysiaOnsiteFull TimeMedior$66,440 - $89,963 (estimated)Personal Banking
Apply NowAbout this role
A Personal Banking Relationship Manager (Personal Financial Consultant) at OCBC builds long-term relationships with customers to help them achieve their financial goals. The role focuses on understanding customer needs, delivering tailored banking, investment and insurance solutions, and contributing to the bank's growth and customer experience. It supports OCBC's transformation into a future-ready financial services organization.
Required Skills
- Relationship Management
- Sales
- Investment Advice
- Insurance
- Customer Service
- Communication
- Product Knowledge
- Stakeholder Collaboration
Qualifications
- Bachelor's Degree
About OCBC Bank
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