Personal Wealth Manager - Batu Maung

OCBC; George Town; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Equal opportunity employment

Job summary

OCBC in Penang seeks a Personal Banking Relationship Manager to nurture a portfolio of high-value clients, tailor wealth solutions, and drive growth. You will deliver investment, insurance, and banking advice while building lasting relationships.

You will collaborate with internal teams to meet targets, stay abreast of market and regulatory changes, and ensure exceptional customer experiences through proactive service and problem solving.

Qualifications

• Degree holder with at least 3 years of banking or finance experience.
• Strong communication and interpersonal skills to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building track record achieving targets.
• Excellent product knowledge in investment, insurance, and banking products.
• Self-motivated, proactive, and customer-focused.

Responsibilities

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

Skills

Relationship management

Sales skills

Communication skills

Customer focus

Product knowledge

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.