Personal Wealth Growth Advisor

OCBC company; Teluk Intan; On-site; MYR 66,960 - 100,440; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Job summary

OCBC Malaysia is seeking a Personal Wealth Manager for Teluk Intan to build lasting relationships with high-value customers and tailor holistic financial solutions. You will advise on investments, insurance, and banking products, and work with internal teams to exceed sales targets while delivering exceptional service.

The role requires a degree with 3+ years in banking/finance, strong communication, and a proactive, customer-focused mindset in a local market.

Qualifications

• Degree holder with at least 3 years of banking or finance experience.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building track record.
• Solid knowledge of investment, insurance, and banking products.

Responsibilities

• Manage a portfolio of high-value customers and growth opportunities.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to hit targets.
• Collaborate with internal teams to ensure seamless service.
• Stay updated on market trends and regulatory changes.

Skills

Communication skills

Interpersonal skills

Sales experience

Relationship building

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Wealth Manager for Teluk Intan to build lasting relationships with high-value customers and tailor holistic financial solutions. You will advise on investments, insurance, and banking products, and work with internal teams to exceed sales targets while delivering exceptional service.

The role requires a degree with 3+ years in banking/finance, strong communication, and a proactive, customer-focused mindset in a local market.