Personal Banking Relationship Manager — Grow Wealth

OCBC Group; Kajang; On-site; MYR 55,800 - 89,280; Full time

Benefits offered by this job

Competitive base salary

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant in Kajang to build lasting relationships with customers, understand their financial goals, and tailor banking and investment solutions to help them grow wealth and assets.

The role emphasizes proactive service, sales achievement, and collaboration with colleagues to deliver seamless experiences. A bachelor's degree and at least 3 years in banking/finance, with strong communication and customer focus, are required.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or 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.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow 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.

Skills

Relationship management

Sales skills

Customer service

Communication

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Financial Consultant in Kajang to build lasting relationships with customers, understand their financial goals, and tailor banking and investment solutions to help them grow wealth and assets.

The role emphasizes proactive service, sales achievement, and collaboration with colleagues to deliver seamless experiences. A bachelor's degree and at least 3 years in banking/finance, with strong communication and customer focus, are required.