Personal Wealth Manager - Alor Setar

OCBC; Kedah; On-site; MYR 66,960 - 111,600; Full time

Job summary

OCBC Malaysia is recruiting a Personal Banking Relationship Manager in Kedah to build long-term relationships with high-value customers and help them achieve their financial goals. You will provide expert advice on investment, insurance, and banking products, tailor solutions, and develop sales strategies to grow the customer base while delivering seamless experiences.

The role requires a degree and at least 3 years in banking or finance, strong communication skills, and a proven track record of

Qualifications

• Degree holder with at least 3 years in banking, finance, or related field.
• Strong communication and interpersonal skills to build rapport with customers.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs.
• Develop and execute sales strategies to achieve targets and expand 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 expertise.

Skills

Relationship building

Sales

Communication

Financial products knowledge

Customer service

Education

Bachelor's degree in banking/finance or related

Job description

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

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.