Senior Personal Banking & Wealth Advisor

OCBC Malaysia; Subang Jaya; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Base salary

Flexible benefits

Development opportunities

Equal opportunity

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers, deliver tailored financial solutions, and drive growth. You will manage a portfolio, advise on investments, insurance, and banking products, and work with internal teams to ensure a seamless, compliant client experience, while staying ahead of market trends and regulatory changes.

This role rewards a proactive, customer-focused professional with strong sales and

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 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.

Skills

Relationship building

Sales skills

Communication

Product knowledge

Self-motivated

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers, deliver tailored financial solutions, and drive growth. You will manage a portfolio, advise on investments, insurance, and banking products, and work with internal teams to ensure a seamless, compliant client experience, while staying ahead of market trends and regulatory changes.

This role rewards a proactive, customer-focused professional with strong sales and