Personal Wealth Manager - Grow Clients & Build Wealth

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development opportunities

Wellbeing and growth

Job summary

OCBC is seeking a Personal Banking Relationship Manager to build and deepen long-term relationships with high-value customers in Malaysia, advising on investments, insurance, and banking products. You will design and execute sales strategies to meet targets, while coordinating with internal teams to deliver seamless service.

Applicants should hold a bachelor’s degree with at least 3 years in banking or finance, strong communication skills, and a proven track record in sales and relationship

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or 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.

Responsibilities

• 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.

Skills

Relationship management

Sales skills

Communication skills

Customer service

Product knowledge

Education

Bachelor's degree in banking/finance

Job description

OCBC is seeking a Personal Banking Relationship Manager to build and deepen long-term relationships with high-value customers in Malaysia, advising on investments, insurance, and banking products. You will design and execute sales strategies to meet targets, while coordinating with internal teams to deliver seamless service.

Applicants should hold a bachelor’s degree with at least 3 years in banking or finance, strong communication skills, and a proven track record in sales and relationship