Personal Banking Relationship Manager: Grow Client Wealth

OCBC company; Kuala Lumpur; On-site; MYR 89,280 - 133,920; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with high-value customers in Bangsar. You will advise on investments, insurance, and banking products, while developing effective sales strategies to meet business targets and expand the client base.

The role requires a degree and at least 3 years in banking or finance, with strong communication and relationship-building skills.

Qualifications

• 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.

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 your expertise.

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Financial Consultant to build lasting relationships with high-value customers in Bangsar. You will advise on investments, insurance, and banking products, while developing effective sales strategies to meet business targets and expand the client base.

The role requires a degree and at least 3 years in banking or finance, with strong communication and relationship-building skills.