Senior Wealth Advisor for High-Value Clients

OCBC company; Ipoh; On-site; MYR 60,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development opportunities

Equality and fair employment

Job summary

OCBC Malaysia in Ipoh is seeking a Personal Wealth Manager to build lasting relationships with high-value clients and help them achieve financial goals.

You will provide expert advice on investments, insurance, and banking products, develop tailored solutions, and drive sales growth while collaborating with internal teams to ensure exceptional service. A degree and 3+ years in banking/finance are required.

Qualifications

• Degree holder with 3+ years in banking or finance.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building track record.
• Solid product knowledge on investments, insurance, and banking.
• Self-motivated, proactive with a customer-focused mindset.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investments, insurance, and banking products.
• Develop and execute sales strategies to meet targets.
• Collaborate with internal stakeholders to deliver seamless experiences.
• Stay updated on market trends and regulatory changes.

Skills

Relationship building

Communication skills

Sales experience

Product knowledge

Education

Bachelor's degree in banking/finance

Job description

OCBC Malaysia in Ipoh is seeking a Personal Wealth Manager to build lasting relationships with high-value clients and help them achieve financial goals.

You will provide expert advice on investments, insurance, and banking products, develop tailored solutions, and drive sales growth while collaborating with internal teams to ensure exceptional service. A degree and 3+ years in banking/finance are required.