Personal Financial Consultant: Grow Clients' Wealth

OCBC company; Kuching; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager in Kuching to build lasting client relationships and grow assets under management. You will tailor financial solutions, manage a portfolio of high-value clients, and contribute to sales targets through proactive client engagement.

The role requires a degree and relevant banking experience, with strong communication, interpersonal, and product knowledge.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or related field.
• Excellent communication and interpersonal skills.
• Proven sales and relationship-building abilities.
• Self-motivated, proactive, and results-driven.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal stakeholders to deliver seamless customer experiences.

Skills

Strong communication

Interpersonal skills

Sales and relationship-building

Customer-focused

Education

Bachelor's degree in banking/finance or related field

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager in Kuching to build lasting client relationships and grow assets under management. You will tailor financial solutions, manage a portfolio of high-value clients, and contribute to sales targets through proactive client engagement.

The role requires a degree and relevant banking experience, with strong communication, interpersonal, and product knowledge.