Private Wealth Relationship Manager

OCBC Malaysia; Ipoh; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Base salary

Flexible benefits

Learning & development

Equal opportunity

Wellbeing

Job summary

OCBC Malaysia is seeking an experienced Personal Banking Relationship Manager to nurture long-term relationships with customers and help them achieve financial goals. You will deliver tailored financial solutions, grow wealth, and provide expert advice on investments, insurance, and banking products.

You will build a strong network, drive sales growth, and collaborate with internal teams to ensure seamless customer experiences while staying current with market trends and regulatory changes.

Qualifications

• Degree in finance, banking, or related field.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building abilities.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal stakeholders to deliver seamless experiences and resolve issues promptly.
• Stay updated with market trends and product developments.

Skills

Relationship-building

Sales skills

Communication skills

Customer service

Education

Bachelor's degree in Finance/Banking

Tools

CRM software

Job description

OCBC Malaysia is seeking an experienced Personal Banking Relationship Manager to nurture long-term relationships with customers and help them achieve financial goals. You will deliver tailored financial solutions, grow wealth, and provide expert advice on investments, insurance, and banking products.

You will build a strong network, drive sales growth, and collaborate with internal teams to ensure seamless customer experiences while staying current with market trends and regulatory changes.