Personal Wealth Manager - Kota Bahru

OCBC; Kota Bharu; On-site; MYR 66,960 - 100,440; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning opportunities

Equal opportunity employer

Wellbeing support

Job summary

OCBC is seeking a Personal Banking Relationship Manager in Malaysia to cultivate long-term relationships with high-value customers and guide them toward financial goals.

You will provide expert advice across investments, insurance, and banking products, while driving growth through tailored solutions and robust client engagement. The role emphasizes collaboration with internal teams and staying ahead of market developments.

Qualifications

• 3+ years of experience in banking, finance or related field.
• Excellent communication and interpersonal skills.
• Proven track record in sales and growing customer relationships.
• Strong product knowledge in investments, insurance, and banking.

Responsibilities

• Manage a portfolio of high-value customers and build relationships to grow wealth.
• Provide expert advice on investment, insurance, and banking products tailored to clients.
• Develop and execute sales strategies to achieve targets and expand the customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues.
• Stay up-to-date with market trends, regulatory changes, and product developments to maintain expertise.

Skills

Relationship management

Sales

Communication skills

Customer service

Interpersonal skills

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.