Personal Banker/ Personal Financial Consultant (money Specialist) - Klang Valley
OCBC Bank (Malaysia) Berhad
Kuala Lumpur, Malaysia,MY
2 hari yang lepas
source : MNC Jobs

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

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