Senior Personal Wealth Manager: Grow Client Wealth

OCBC company; Malaysia; Hybrid; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary.

Holistic benefits.

Learning and development opportunities

Job summary

OCBC Bank Malaysia is recruiting a Personal Banking Relationship Manager. You will manage a portfolio of high-value customers, offer tailored financial solutions, and drive growth by expanding the customer base.

You will deliver expert advice on investments, insurance, and banking products, build lasting relationships, and work with internal teams to ensure exceptional service. A degree and relevant experience are required, with a focus on customer satisfaction and business results.

Qualifications

• A degree holder with minimum 3 years in banking, finance, or related field.
• Strong communication and interpersonal skills to build rapport with diverse customers.
• Proven sales and relationship-building track record achieving targets.
• Solid product knowledge to advise on investments, insurance and banking products.
• Self-motivated, proactive, and results-driven with focus on customer satisfaction and growth.

Responsibilities

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

Skills

Communication skills

Relationship-building

Sales mindset

Product knowledge

Education

Bachelor's degree

Job description

OCBC Bank Malaysia is recruiting a Personal Banking Relationship Manager. You will manage a portfolio of high-value customers, offer tailored financial solutions, and drive growth by expanding the customer base.

You will deliver expert advice on investments, insurance, and banking products, build lasting relationships, and work with internal teams to ensure exceptional service. A degree and relevant experience are required, with a focus on customer satisfaction and business results.