Senior Personal Banking Advisor

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

Job summary

OCBC Group in Kuala Lumpur is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value customers, offering tailored wealth and financial solutions. You will provide expert advice on investments, insurance, and banking products, while developing sales strategies to grow the client base.

The role requires a degree with 3+ years in banking or finance, strong communication skills, and a proven sales track record.

Qualifications

• 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.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow 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 the 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

Communication skills

Sales ability

Relationship-building

Product knowledge

Self-motivated

Education

Bachelor's degree

Job description

OCBC Group in Kuala Lumpur is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value customers, offering tailored wealth and financial solutions. You will provide expert advice on investments, insurance, and banking products, while developing sales strategies to grow the client base.

The role requires a degree with 3+ years in banking or finance, strong communication skills, and a proven sales track record.