Personal Banking & Wealth Growth Advisor

OCBC Malaysia; Kajang; On-site; MYR 48,000 - 82,000; Full time

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value customers, helping them achieve financial goals and grow their wealth.

You will provide expert advice on investment, insurance, and banking products, tailor solutions to individual needs, and develop sales strategies to meet business targets while delivering outstanding customer experiences.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field
• Strong communication and interpersonal skills, with the ability 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
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth

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

Interpersonal skills

Sales skills

Relationship-building

Communication skills

Results-driven

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value customers, helping them achieve financial goals and grow their wealth.

You will provide expert advice on investment, insurance, and banking products, tailor solutions to individual needs, and develop sales strategies to meet business targets while delivering outstanding customer experiences.