Elite Relationship & Wealth Advisor

OCBC Malaysia; Petaling Jaya; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Job summary

OCBC Malaysia invites applications for a Premier Relationship Manager to build lasting relationships with high‑value customers and help them achieve their financial goals.

You will provide expert advice on investments, insurance, and banking products, develop tailored solutions, and execute sales strategies to grow the client base.

The ideal candidate holds a degree, has 3+ years in banking or finance, excellent communication, and a proven track record in sales and customer service.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
• Develop and execute sales strategies to achieve business targets and expand your customer base
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
• Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise

Skills

Relationship-building

Sales skills

Communication

Customer focus

Education

Bachelor's degree

Job description

OCBC Malaysia invites applications for a Premier Relationship Manager to build lasting relationships with high‑value customers and help them achieve their financial goals.

You will provide expert advice on investments, insurance, and banking products, develop tailored solutions, and execute sales strategies to grow the client base.

The ideal candidate holds a degree, has 3+ years in banking or finance, excellent communication, and a proven track record in sales and customer service.