Personal Financial Consultant

OCBC; Ipoh; On-site; MYR 66,960 - 111,600; Full time

Job summary

OCBC in Ipoh is seeking a Personal Banking Relationship Manager to build lasting relationships with high‑value customers and help them achieve their financial goals. You will understand client needs, tailor solutions, and drive sustainable wealth growth.

You will collaborate with colleagues across product areas to deliver seamless service, provide expert advice on investments, insurance, and banking products, and proactively expand the client base while meeting targets.

Qualifications

• Degree in finance, banking, or a related field.
• Minimum 3 years' experience in banking or finance.
• Strong communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high‑value customers and grow relationships.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to meet targets.
• Collaborate with internal teams to deliver seamless customer experiences.
• Stay updated on market trends and product developments.

Skills

Relationship building

Sales skills

Communication

Interpersonal skills

Customer service

Education

Bachelor's degree in finance, banking or related field

Job description

Why Join

Imagine building long‑lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia’s leading banks. As a Personal Banking Relationship Manager at OCBC, you will have the opportunity to make a real difference in people’s lives and drive business growth.

How you succeed

It starts with understanding the needs and desires of our customers. You will build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer‑focused, you will drive sales growth, expand your network, and deliver exceptional customer experiences.

What you do

• 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

Who you are

• 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

What we offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry‑leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.