Personal Banking Relationship Manager: Grow Wealth & Relationships

OCBC Malaysia; Pulau Mertajam; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Professional development opportunities

Community initiatives

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to manage a high-value customer portfolio, provide tailored financial solutions, and drive sales growth. You will build relationships, advise on investments and banking products, and collaborate with internal teams to deliver exceptional service.

The role emphasizes understanding customer needs, proactive engagement, and maintaining up-to-date product knowledge to foster growth and satisfaction.

Qualifications

• Degree holder with 3+ years in banking/finance or related field.
• Proven ability to build rapport with diverse customers.
• Strong product knowledge across investment, insurance, and banking.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investments, insurance, and banking products.
• Develop and execute sales strategies to hit targets.
• Collaborate with internal stakeholders to ensure seamless service.
• Stay updated on market trends, regulations and product developments.

Skills

Strong communication

Relationship-building

Sales proficiency

Interpersonal skills

Education

Bachelor's degree in Finance/Business

Tools

CRM experience

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to manage a high-value customer portfolio, provide tailored financial solutions, and drive sales growth. You will build relationships, advise on investments and banking products, and collaborate with internal teams to deliver exceptional service.

The role emphasizes understanding customer needs, proactive engagement, and maintaining up-to-date product knowledge to foster growth and satisfaction.