Personal Banking - AM

OCBC company; Puchong; On-site; MYR 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Holistic and flexible benefits

Learning and professional development opportunities

Job summary

OCBC company is seeking a Personal Banking Relationship Manager in Puchong, Malaysia. In this role, you will manage a portfolio of high-value customers, providing tailored financial solutions and expert advice on investments and banking products. Ideal candidates should possess a degree and at least 3 years of relevant experience. The position offers competitive salary and holistic benefits, emphasizing personal growth and customer satisfaction.

Qualifications

• Minimum 3 years of experience in banking or finance.
• Ability to build rapport with diverse customers.
• Proven track record in sales.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide expert financial product advice tailored to clients.
• Develop and execute sales strategies to meet targets.

Skills

Strong communication skills

Interpersonal skills

Sales and relationship-building

Education

Degree in Banking, Finance, or related field

Job description

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This exclusion clause shall take effect to the fullest extent permitted by law.You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.Personal Banking - AM page is loaded## Personal Banking - AMremote type: Onsitelocations: OCBC Malaysia, Puchongtime type: Full timeposted on: Posted Todayjob requisition id: JR00007563# **WHO WE ARE:** 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.# This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.Personal Banking Relationship ManagerWhy JoinImagine 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 succeedIt 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 expertiseWho 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# # # **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.