Personal Banking & Wealth Advisor

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

Benefits offered by this job

Career development

Job summary

OCBC Bank is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value clients, offering tailored financial solutions and proactive service. You will cultivate relationships, drive sales growth and collaborate with internal teams to deliver excellent customer experiences.

Ideal candidates hold a degree with 3+ years in banking or finance, demonstrate strong communication and product knowledge, and are self-motivated with a client-first mindset.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance or a related field.
• Excellent communication and interpersonal skills with customers from diverse backgrounds.
• Proven sales and relationship-building track record with targets and growth.
• Strong product knowledge across investment, insurance and banking products.
• Self-motivated, proactive and results-driven with a focus on customer satisfaction.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance and banking products tailored to client needs.
• Develop and execute sales strategies to achieve business targets and expand the client base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.
• Stay updated on market trends, regulatory changes, and product developments.

Skills

Strong communication

Interpersonal skills

Sales and relationship-building

Client servicing

Product knowledge

Education

Bachelor's degree or equivalent

Job description

OCBC Bank is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value clients, offering tailored financial solutions and proactive service. You will cultivate relationships, drive sales growth and collaborate with internal teams to deliver excellent customer experiences.

Ideal candidates hold a degree with 3+ years in banking or finance, demonstrate strong communication and product knowledge, and are self-motivated with a client-first mindset.