Elite Personal Banking & Wealth Advisor

OCBC Malaysia; West Coast Division; On-site; MYR 72,000 - 144,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Development opportunities

Equal opportunity

Community initiatives

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to nurture high-value client relationships and drive wealth growth. You will advise on investment, insurance, and banking products, tailoring solutions to each customer’s goals.

Build trust, expand the client base, and collaborate with internal teams to deliver seamless experiences. The role emphasizes proactive service, strong communication, and a track record of achieving sales targets while maintaining high customer

Qualifications

• Degree required (Bachelor's) in relevant field.
• Minimum 3 years in banking/finance.
• Strong communication and relationship-building skills.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets and expand customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences.
• Stay up-to-date with market trends and regulatory changes.

Skills

Relationship building

Communication

Sales

Interpersonal skills

Target achievement

Financial products knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to nurture high-value client relationships and drive wealth growth. You will advise on investment, insurance, and banking products, tailoring solutions to each customer’s goals.

Build trust, expand the client base, and collaborate with internal teams to deliver seamless experiences. The role emphasizes proactive service, strong communication, and a track record of achieving sales targets while maintaining high customer