Personal Banker - Wealth

OCBC; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

OCBC is seeking a Personal Banker - Wealth in Kuala Lumpur to build lasting relationships and assist customers in achieving their financial goals. As part of this role, you will manage a portfolio of high-value clients, provide tailored financial solutions, and develop sales strategies to meet business targets. Ideal candidates should possess a degree and at least 3 years of banking or finance experience. OCBC offers a competitive salary and flexible benefits tailored to every lifestyle.

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Strong track record in building customer relationships and achieving sales targets.
• Ability to provide expert advice on investment, insurance, and banking products.

Responsibilities

• Manage a portfolio of high-value customers, building relationships to grow their wealth.
• Provide tailored financial solutions to meet individual customer needs.
• Collaborate with stakeholders to deliver seamless customer experiences.

Skills

Communication skills

Interpersonal skills

Sales skills

Product knowledge

Customer focus

Education

Degree in Banking, Finance, or related field

Job description

Personal Banker - Wealth

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.

Why Join

To be part of a future-ready learning organisation and contribute to being Asia’s leading financial services partner for a sustainable future.

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. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Equal opportunity. Fair employment.