Personal Wealth Manager - Kulaijaya

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting client relationships, advise on wealth, investments, and banking products, and drive sales growth. You will manage a portfolio of high-value customers and collaborate with internal teams to deliver seamless service.

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

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills to build rapport with diverse customers.
• Proven sales and relationship-building abilities with a track record of achieving targets.
• Solid product knowledge across investment, insurance, and banking offerings.

Responsibilities

• Manage a portfolio of high-value customers and identify growth opportunities.
• Provide expert advice on investment, insurance, and banking products tailored to each client.
• Develop and execute sales strategies to meet business targets and expand the customer base.
• Collaborate with internal stakeholders to ensure seamless customer experiences and resolve issues promptly.
• Stay updated on market trends, regulatory changes, and product developments to maintain expertise.

Skills

Relationship building

Sales skills

Communication skills

Product knowledge

Self-motivated

Customer-centric

Education

Degree holder

Job description

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, and solutions to meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Personal Banking Relationship Manager

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'll 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'll build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer-focused, you'll 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 the ability to achieve targets and grow 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

Who we are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, and solutions that meet individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.

But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

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

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
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers