Personal Financial Consultant (GROW) - Batu Pahat


AI-generated summary


This job is a Personal Financial Consultant at a top Wealth Management Bank in Batu Pahat. You'll provide banking solutions, give financial advice, cross-sell products, and build customer relationships. You might like this job because of job rotations, rewards, and learning from the best.


Batu Pahat


Job Description


The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

Job Highlights:

  • A program with JOB ROTATIONS, making you a HOLISTIC BANKER.
  • Be part of one of the Best Wealth Management Bank.
  • Have fun & be rewarded with monthly, quarterly and annual payout.

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.
  • 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.


Persuasive Communication
Marketing Communications
Business Development

Company Benefits

Growing a sustainable business

Build a low carbon future through - Responsible financing - Sustainable financing & investing

Leisure perks

Holiday facilities Recreation Club activities

Varied leave

Vacation leave CSR leave Family leave Maternity/Paternity leave Adoption leave Exam leave Career break leave Compassionate leave

Health, protection & wellness

Health screening Medical leave & budget Dental/Optical Insurance coverage Employee Assistance Programme

Additional Info

Company Activity

Last active - few hours ago

Experience Level


Career Level

Entry Level

Job Specialisation

Sales (Corporate, Real Estate, Telesales, etc.)

Company Profile

OCBC Bank-logo-image


OCBC, Singapore’s longest established bank, we’ve been helping people and businesses get what they want from life since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Embracing technology and creativity to become a future-ready learning organisation. But for all that change, the entire focus of our organisation remains to be Simply Spot On. In everything we

And so whether you want innovate needs-based financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.


Personal Financial Consultant (GROW) - Batu Pahat



Batu Pahat