Personal Financial Consultant - Miri

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

Benefits offered by this job

Base salary

Flexible benefits

Community initiatives

Learning & development

Equal opportunity

Wellbeing & growth

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value clients, advising on investments, insurance, and banking products to meet individual needs.

You will develop sales strategies, grow customer relationships, collaborate with internal teams, and stay current with market trends to deliver exceptional service and drive growth.

Qualifications

• Degree holder with experience in banking, finance, or related field.
• Strong client engagement and interpersonal skills.
• Proven track record of achieving targets and growing relationships.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to 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.
• Stay updated on market trends and product developments.

Skills

Relationship building

Sales aptitude

Communication skills

Education

Bachelor's degree

Job description

Personal Banking Relationship Manager

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.

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
• Holistic, flexible benefits to suit every lifestyle
• Community initiatives
• Industry‑leading learning and professional development opportunities
• Equal opportunity and fair employment; selection based on ability and fit with our culture and values
• Your wellbeing, growth, and aspirations are cared for as much as the needs of our customers

Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values.