High-Value Banking & Wealth Advisor

OCBC company; Klang City; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Learning & development

Equal opportunity

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with customers and help them achieve financial goals. You will tailor investment, insurance, and banking solutions while driving business growth.

The role requires a degree and at least 3 years in banking/finance, with strong communication, sales ability, and a client-first mindset. Competitive base salary and comprehensive benefits accompany a dynamic, customer-centric environment.

Qualifications

• Degree holder with 3+ years in banking/finance.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building capabilities.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to hit targets.
• Collaborate with internal stakeholders for seamless experiences.
• Stay updated on market trends and product changes.

Skills

CRM

Sales

Communication

Interpersonal

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with customers and help them achieve financial goals. You will tailor investment, insurance, and banking solutions while driving business growth.

The role requires a degree and at least 3 years in banking/finance, with strong communication, sales ability, and a client-first mindset. Competitive base salary and comprehensive benefits accompany a dynamic, customer-centric environment.