Personal Wealth Manager – Grow High-Value Client Portfolios

OCBC Group; Seberang Perai; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Job summary

OCBC Malaysia in Bukit Mertajam is seeking a Personal Wealth Manager to manage a portfolio of high-value clients, offering expert investment, insurance, and banking guidance. You will build strong relationships, identify opportunities, and drive sales growth through tailored financial solutions.

The role requires a degree with at least 3 years in banking or finance, excellent communication, and a proven ability to meet targets.

Qualifications

• A degree holder with at least 3 years in banking or finance.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building abilities.
• Ability to provide expert financial advice.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and opportunities to grow wealth.
• Provide expert advice on investments, insurance, and banking products tailored to client needs.
• Develop and execute sales strategies to achieve targets and expand the client base.
• Collaborate with internal teams to deliver seamless customer experiences and resolve issues.

Skills

Relationship building

Sales skills

Communication

Financial products

Education

Bachelor's degree

Job description

OCBC Malaysia in Bukit Mertajam is seeking a Personal Wealth Manager to manage a portfolio of high-value clients, offering expert investment, insurance, and banking guidance. You will build strong relationships, identify opportunities, and drive sales growth through tailored financial solutions.

The role requires a degree with at least 3 years in banking or finance, excellent communication, and a proven ability to meet targets.