Personal Financial Consultant - Klang

OCBC

Klang, Selangor, Malaysia
Customer relationship management
Financial product knowledge
Sales strategy development
Build long-lasting relationships with customers, helping them achieve their financial goals

Job Summary

  • Build long-lasting relationships with customers, helping them achieve their financial goals.
  • Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs.
  • Enjoy a vibrant, future-ready career with opportunities for learning and professional development.

Matching Summary

Build long-lasting relationships with customers, helping them achieve their financial goals.

Skills & Requirements

Must-have

  • Customer relationship management
  • Financial product knowledge
  • Sales strategy development
  • Proactive customer engagement
  • Tailored financial solutions

Nice-to-have

  • Market trend awareness
  • Interpersonal skills
  • Cultural adaptability
  • Team collaboration

Key Requirements

  • Degree holder
  • 3+ years of experience in banking or finance
  • Strong communication skills
  • Proven sales and relationship-building skills

Work Rights

Not specified

Tailored Resume

Cover Letter