Personal Banking & Wealth Relationship Advisor

OCBC; Kuching; On-site; MYR 50,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Culture & values

Wellbeing & growth

Job summary

OCBC Bank Malaysia is seeking a Personal Banking Relationship Manager to build and sustain long‑term relationships with high‑value customers, guiding them toward their financial goals. You will provide expert advice on investments, insurance, and banking products, develop sales strategies, and collaborate with internal teams to deliver seamless service while keeping up with market trends.

The role emphasizes strong communication, a proven track record of targets, and a proactive, client‑centric

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.

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

Communication skills

Interpersonal skills

Sales experience

Education

Degree holder with 3+ years banking experience

Job description

OCBC Bank Malaysia is seeking a Personal Banking Relationship Manager to build and sustain long‑term relationships with high‑value customers, guiding them toward their financial goals. You will provide expert advice on investments, insurance, and banking products, develop sales strategies, and collaborate with internal teams to deliver seamless service while keeping up with market trends.

The role emphasizes strong communication, a proven track record of targets, and a proactive, client‑centric