Personal Banking & Wealth Advisor

OCBC; Subang Jaya; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Base salary

Flexible benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Culture fit

Wellbeing

Job summary

OCBC is seeking a Personal Banking Relationship Manager in Malaysia to build lasting relationships with customers, advise on financial solutions, and drive business growth. You will manage a portfolio, deliver tailored investment, insurance, and banking guidance, and execute sales strategies to meet targets.

Join a leading bank and contribute to a vibrant career path with development opportunities and a focus on client-centric service.

Qualifications

• Bachelor's degree in a relevant field with 3+ years of banking/finance experience.
• Strong communication and interpersonal skills with customers from diverse backgrounds.
• Proven sales and relationship-building skills with targets and growth.
• Solid product knowledge across investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven with customer focus.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products tailored to individual needs.
• Develop and execute sales strategies to achieve 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.

Skills

Relationship building

Sales

Communication

Banking knowledge

Education

Bachelor's degree

Job description

OCBC is seeking a Personal Banking Relationship Manager in Malaysia to build lasting relationships with customers, advise on financial solutions, and drive business growth. You will manage a portfolio, deliver tailored investment, insurance, and banking guidance, and execute sales strategies to meet targets.

Join a leading bank and contribute to a vibrant career path with development opportunities and a focus on client-centric service.