Personal Financial Consultant - KL Main

OCBC; Kuala Lumpur; On-site; MYR 225,000 - 289,000; Full time

Benefits offered by this job

Competitive salary

Learning opportunities

Career development

Job summary

OCBC invites you to join as Personal Banking Relationship Manager in Singapore. You will manage a portfolio of high-value customers, provide tailored financial solutions, and grow our relationships.

You’ll work with internal teams to deliver seamless experiences, stay updated on market trends, and meet growth targets. A degree with 3+ years in banking is required, along with strong communication and customer-focused mindset.

Our offer includes competitive pay and comprehensive benefits.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills, with ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills with a track record of achieving targets.
• Strong product knowledge with ability to provide expert advice on investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven with 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

Relationship building

Sales targets

Communication

Product knowledge

Self-motivated

Education

Bachelor's degree

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. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Personal Banking Relationship Manager

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’ll 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’ll build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer-focused, you’ll 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

Who we are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

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.

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. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.