Personal Banker Wealth

OCBC; Alor Setar; On-site; MYR 45,000 - 65,000; Full time

Job summary

A leading financial institution is seeking a Personal Banking Relationship Manager in Alor Setar, Kedah. This role involves managing high-value customer portfolios, offering expert advice on investment and banking products, and developing sales strategies to ensure business growth. Ideal candidates should have at least 3 years of relevant experience, strong communication skills, and a proven sales track record. The position offers a competitive base salary and a range of flexible benefits to support your career growth.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Ability to provide expert advice on investment, insurance, and banking products.
• Self-motivated and results-driven with a focus on customer satisfaction.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide tailored financial solutions for customers.
• Develop sales strategies to achieve business targets.

Skills

Strong communication

Sales skills

Relationship building

Customer focus

Education

Degree in banking, finance or related

Job description

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future‑ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future, innovate the way we deliver financial services, work in friendly, supportive teams, build lasting value in your community, help people grow their assets, business, and investments, take your learning as far as you can, or simply enjoy a vibrant, future‑ready career. Your Opportunity Starts Here.

Personal Banking Relationship Manager

Why Join

Imagine building long‑lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks. As a Personal Banking Relationship Manager at OCBC, you'll have the opportunity to make a real difference in people's lives and drive business growth.

How You Succeed

It starts with understanding the needs and desires of our customers. You'll build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer‑focused, you'll drive sales growth, expand your network, and deliver exceptional customer experiences.

What You Do

• 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

Who You Are

• 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
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products
• Self‑motivated, proactive, and results‑driven, with a strong focus on customer satisfaction and business growth

What We Offer

• Competitive base salary
• A suite of holistic, flexible benefits to suit every lifestyle
• Community initiatives
• Industry‑leading learning and professional development opportunities
• Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.