Personal Banking & Wealth Advisor

OCBC Malaysia; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Learning and development opportunities

Job summary

OCBC Malaysia seeks a Personal Banking Relationship Manager to build long-lasting relationships with customers and help them achieve their financial goals. You will manage high-value portfolios, offer investment, insurance, and banking solutions, and work with internal teams to deliver seamless service while driving sales growth and customer satisfaction.

A degree with 3+ years in banking is required; strong communication and a proven track record of meeting targets will set you apart.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships.

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

Strong communication

Interpersonal skills

Sales experience

Relationship-building

Product knowledge

Education

Bachelor's degree in banking/finance

Job description

OCBC Malaysia seeks a Personal Banking Relationship Manager to build long-lasting relationships with customers and help them achieve their financial goals. You will manage high-value portfolios, offer investment, insurance, and banking solutions, and work with internal teams to deliver seamless service while driving sales growth and customer satisfaction.

A degree with 3+ years in banking is required; strong communication and a proven track record of meeting targets will set you apart.