Personal Wealth Growth Advisor

OCBC Malaysia; Teluk Intan; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits, flexible options

Industry-leading development programs

Inclusive culture and equalopportunity

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to nurture高-value client relationships and provide tailored financial solutions. You will identify opportunities, advise on investments, insurance, and banking products, and drive sales growth within a dynamic banking environment.

The role emphasizes proactive client engagement, collaboration with internal stakeholders, and staying informed on market developments to deliver exceptional service.

Qualifications

• Strong communication and interpersonal skills to build rapport with diverse customers.
• Proven track record in sales and growing customer relationships.
• Solid product knowledge across investment, insurance and banking offerings.
• Self-motivated, proactive, and results-driven with customer focus.

Responsibilities

• Manage a portfolio of high-value customers and grow their wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to meet targets.
• Collaborate with internal teams to ensure seamless customer experiences.
• Stay updated on market trends and regulatory changes relevant to clients.

Skills

Communication skills

Interpersonal skills

Sales ability

Relationship building

Product knowledge

Self-motivated

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to nurture高-value client relationships and provide tailored financial solutions. You will identify opportunities, advise on investments, insurance, and banking products, and drive sales growth within a dynamic banking environment.

The role emphasizes proactive client engagement, collaboration with internal stakeholders, and staying informed on market developments to deliver exceptional service.