Senior Personal Banking & Wealth Advisor

OCBC; Kajang; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Learning and professional development

Job summary

OCBC, one of Asia's leading banks, is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value clients, offer tailored financial solutions, and drive business growth. You will manage a portfolio, advise on investments and insurance, and design effective sales strategies.

Ideal candidates hold a degree with 3+ years in banking or finance, strong communication, proven sales skills, and a customer-focused mindset; you will collaborate with internal teams to

Qualifications

• A degree holder with strong communication and interpersonal skills.
• Proven sales and relationship-building abilities.
• Ability to provide expert advice on banking products, investments, and insurance.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth through tailored solutions.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to meet targets and expand customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences.

Skills

Strong communication

Interpersonal skills

Sales & relationship-building

Product knowledge

Education

Bachelor or higher degree

Job description

OCBC, one of Asia's leading banks, is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value clients, offer tailored financial solutions, and drive business growth. You will manage a portfolio, advise on investments and insurance, and design effective sales strategies.

Ideal candidates hold a degree with 3+ years in banking or finance, strong communication, proven sales skills, and a customer-focused mindset; you will collaborate with internal teams to