Personal Banking & Wealth Advisor

OCBC; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development opportunities

Community initiatives

Job summary

OCBC is hiring a Personal Banking Relationship Manager to manage a portfolio of high-value clients and help them grow their wealth.

You will provide expert advice on investments, insurance, and banking products, and develop sales strategies to meet business targets while delivering seamless client experiences.

The ideal candidate has a degree and at least 3 years in banking or finance, with strong communication, relationship-building skills, and a proven track record in Malaysia.

Qualifications

• Degree in banking, finance, or related field.
• 3+ years of banking or financial services experience.
• Strong communication and interpersonal skills.

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 the 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

Communication skills

Relationship building

Sales capability

Product knowledge

Education

Bachelor's degree

Job description

OCBC is hiring a Personal Banking Relationship Manager to manage a portfolio of high-value clients and help them grow their wealth.

You will provide expert advice on investments, insurance, and banking products, and develop sales strategies to meet business targets while delivering seamless client experiences.

The ideal candidate has a degree and at least 3 years in banking or finance, with strong communication, relationship-building skills, and a proven track record in Malaysia.