Personal Financial Consultant - Ampang

OCBC; Ampang Jaya Municipal Council; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Malaysia is looking for a Personal Banking Relationship Manager. The role involves managing high-value customer portfolios, providing tailored financial solutions, and driving sales. Ideal candidates should possess a degree and relevant banking experience. Competitive salary and various benefits are offered.

Benefits

Competitive base salary

Flexible benefits tailored to diverse lifestyles

Community initiatives

Leading learning and professional development opportunities

Qualifications

• Degree holder with minimum 3 years experience.
• Strong communication and interpersonal skills required.
• Proven sales and relationship management skills needed.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide expert advice on investment, insurance, and banking products.
• Develop and implement sales strategies to meet targets.
• Collaborate with internal teams for seamless customer experiences.
• Stay informed on market trends and product updates.

Skills

Strong communication and interpersonal skills

Proven sales and relationship management skills

Self-motivated, proactive, and results-oriented

Education

Degree holder with at least 3 years of experience in banking, finance, or related fields

Tools

Knowledge in investment, insurance, and banking

Job description

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We support this through understanding people’s needs and providing tailored support, services, solutions, and career paths.

Currently, we are transforming by leveraging technology and creativity to become a future-ready learning organization. Our strategic ambition is to be Asia’s leading financial services partner for a sustainable future.

Your Opportunity

Build the bank of the future, innovate in financial services, work in supportive teams, and create lasting value in your community. Help clients grow their assets, businesses, and investments, while advancing your learning and career.

Personal Banking Relationship Manager

Why Join Us? Build long-lasting relationships with customers, help them achieve financial goals, and grow your career with one of Asia's leading banks.

How You Succeed Understand customer needs, build relationships, identify opportunities, and provide tailored financial solutions. Be proactive, responsive, and customer-focused to drive sales and customer satisfaction.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and growing their wealth
• Provide expert advice on investment, insurance, and banking products
• Develop and implement sales strategies to meet targets
• Collaborate with internal teams to ensure seamless customer experiences
• Stay informed on market trends, regulations, and product updates

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or related fields
• Strong communication and interpersonal skills
• Proven sales and relationship management skills
• Strong product knowledge in investment, insurance, and banking
• Self-motivated, proactive, and results-oriented

What We Offer

• Competitive base salary
• Flexible benefits tailored to diverse lifestyles
• Community initiatives
• Leading learning and professional development opportunities
• Equal opportunity employment, based on ability and fit