Personal Banking & Wealth Advisor

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Equal opportunity workplace

Job summary

OCBC Malaysia in Klang is seeking a Personal Banking Relationship Manager to build long-lasting relationships with customers, helping them achieve their financial goals and grow their assets.

You will manage a portfolio of high-value clients, provide expert advice on investments, insurance, and banking products, and execute sales strategies to hit targets while delivering excellent service.

Qualifications

• A degree holder with at least 3 years of banking/finance experience.
• Excellent communication and interpersonal skills.
• Proven sales and relationship-building ability with targets.

Responsibilities

• Manage high-value customer portfolio and identify growth opportunities.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to hit targets.
• Collaborate with internal stakeholders to deliver seamless customer experiences.
• Stay updated on market trends and product developments.

Skills

Communication skills

Interpersonal skills

Sales experience

Relationship-building

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia in Klang is seeking a Personal Banking Relationship Manager to build long-lasting relationships with customers, helping them achieve their financial goals and grow their assets.

You will manage a portfolio of high-value clients, provide expert advice on investments, insurance, and banking products, and execute sales strategies to hit targets while delivering excellent service.