Personal Banking RM: Build Wealth & Relationships

OCBC Malaysia; Klang City; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development

Equal opportunity

Wellbeing support

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting relationships with customers, help them reach financial goals, and grow the bank’s business. You’ll provide tailored investment, insurance, and banking solutions while delivering exceptional service and trust across a diverse client base.

The role requires a degree and 3+ years in banking or finance, strong communication and sales skills, and a proactive, customer-focused mindset.

Qualifications

• 3+ years of banking/finance experience
• Strong communication and interpersonal skills
• Proven sales and relationship-building skills
• Product knowledge in investments, insurance, and banking
• Self-motivated and results-driven

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

Skills

Relationship building

Communication skills

Sales driven

Customer service

Education

Bachelor's degree in Finance/Banking

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting relationships with customers, help them reach financial goals, and grow the bank’s business. You’ll provide tailored investment, insurance, and banking solutions while delivering exceptional service and trust across a diverse client base.

The role requires a degree and 3+ years in banking or finance, strong communication and sales skills, and a proactive, customer-focused mindset.