Senior Wealth Advisor for High-Value Clients

OCBC Malaysia; Segamat; Vor Ort; MYR 60.000 - 110.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Flexible benefits

Learning and development opportunities

Equal opportunity

Zusammenfassung

OCBC Malaysia invites a proactive Personal Banking Relationship Manager to join our client-focused team. You will manage a portfolio of high-value customers, provide tailored financial solutions, and drive growth through proactive outreach and exceptional service.

You should hold a bachelor's degree with 3+ years in banking or finance, possess strong communication and sales skills, and stay updated on market trends to deliver expert advice on investments, insurance, and banking products.

Qualifikationen

• A university degree is required.
• At least 3 years of banking/finance experience.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building capabilities.
• Solid knowledge of investment, insurance, and banking products.

Aufgaben

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to meet targets.
• Collaborate with internal teams to ensure seamless customer experiences.
• Stay up-to-date with market trends and regulatory changes.

Kenntnisse

Relationship building

Communication

Sales

Product knowledge

Ausbildung

Bachelor's degree

Jobbeschreibung

OCBC Malaysia invites a proactive Personal Banking Relationship Manager to join our client-focused team. You will manage a portfolio of high-value customers, provide tailored financial solutions, and drive growth through proactive outreach and exceptional service.

You should hold a bachelor's degree with 3+ years in banking or finance, possess strong communication and sales skills, and stay updated on market trends to deliver expert advice on investments, insurance, and banking products.