Elite Wealth Relationship Manager

OCBC Malaysia

Johor

On-site

MYR 60,000 - 100,000

Full time

14 days+
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Benefits offered by this job

Competitive base salary
Professional development opportunities

Job summary

OCBC Malaysia invites applications for a Personal Banking Relationship Manager. The role focuses on managing a portfolio of high-value customers, delivering tailored financial solutions, and driving sales growth.

You will build lasting relationships, provide investment, insurance, and banking advice, and work with internal teams to ensure exceptional client experiences. The ideal candidate holds a degree with at least 3 years in banking or finance, possesses strong communication and

Qualifications

  • Strong communication and interpersonal skills to build rapport with customers from diverse backgrounds.
  • Proven sales and relationship-building skills achieving targets and growing customer relationships.
  • Self-motivated, proactive, and results-driven with a focus on customer satisfaction and business growth.
  • Degree holder with at least 3 years of experience in banking, finance, or related field.
  • Strong product knowledge to advise on investment, insurance and banking products.

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 expertise.

Skills

Communication skills
Interpersonal skills
Sales experience
Relationship-building
Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia invites applications for a Personal Banking Relationship Manager. The role focuses on managing a portfolio of high-value customers, delivering tailored financial solutions, and driving sales growth.

You will build lasting relationships, provide investment, insurance, and banking advice, and work with internal teams to ensure exceptional client experiences. The ideal candidate holds a degree with at least 3 years in banking or finance, possesses strong communication and

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