Personal Banking & Wealth Advisor

OCBC Malaysia; Klang City; On-site; MYR 67,000 - 112,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Learning & development

Equal opportunity

Fair employment

Culture-fit hiring

Employee wellbeing

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting client relationships and grow wealth for high-value customers in Malaysia. You will provide expert guidance on investments, insurance, and banking products, tailoring solutions to individual needs.

Excelling candidates will drive sales, expand the customer base, and collaborate with internal teams to ensure seamless service while staying current with market trends and regulatory updates.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills with diverse customers.
• Proven sales and relationship-building skills with track record of targets.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal stakeholders to deliver seamless customer experiences.
• Stay updated with market trends and product developments.

Skills

Relationship-building

Sales skills

Communication

Education

Bachelor's degree in Banking/Finance or related field

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting client relationships and grow wealth for high-value customers in Malaysia. You will provide expert guidance on investments, insurance, and banking products, tailoring solutions to individual needs.

Excelling candidates will drive sales, expand the customer base, and collaborate with internal teams to ensure seamless service while staying current with market trends and regulatory updates.