Senior Wealth Advisor – Personal Banking

OCBC Bank (Malaysia) Berhad; Kota Bharu; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Job summary

OCBC Bank Malaysia is hiring a Personal Banking Relationship Manager to build lasting relationships, understand client needs, and tailor financial solutions that help customers grow their assets and investments.

You will manage a high-value portfolio, deliver expert advice on investments and banking products, and work with internal teams to ensure superior customer experiences while pursuing business growth.

Qualifications

• Degree holder with at least 3 years of banking/finance experience.
• Strong communication and interpersonal skills to build rapport with customers.
• Proven sales and relationship-building track record achieving targets.

Responsibilities

• Manage a portfolio of high-value customers, build relationships and identify opportunities to grow their wealth.
• Provide expert advice on investments, 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.

Education

Bachelor's degree in Banking/Finance

Job description

OCBC Bank Malaysia is hiring a Personal Banking Relationship Manager to build lasting relationships, understand client needs, and tailor financial solutions that help customers grow their assets and investments.

You will manage a high-value portfolio, deliver expert advice on investments and banking products, and work with internal teams to ensure superior customer experiences while pursuing business growth.