Senior Wealth & Relationship Advisor

OCBC; George Town; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Equal opportunity employment

Job summary

OCBC in Penang seeks a Personal Banking Relationship Manager to nurture a portfolio of high-value clients, tailor wealth solutions, and drive growth. You will deliver investment, insurance, and banking advice while building lasting relationships.

You will collaborate with internal teams to meet targets, stay abreast of market and regulatory changes, and ensure exceptional customer experiences through proactive service and problem solving.

Qualifications

• Degree holder with at least 3 years of banking or finance experience.
• Strong communication and interpersonal skills to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building track record achieving targets.
• Excellent product knowledge in investment, insurance, and banking products.
• Self-motivated, proactive, and customer-focused.

Responsibilities

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

Skills

Relationship management

Sales skills

Communication skills

Customer focus

Product knowledge

Education

Bachelor's degree

Job description

OCBC in Penang seeks a Personal Banking Relationship Manager to nurture a portfolio of high-value clients, tailor wealth solutions, and drive growth. You will deliver investment, insurance, and banking advice while building lasting relationships.

You will collaborate with internal teams to meet targets, stay abreast of market and regulatory changes, and ensure exceptional customer experiences through proactive service and problem solving.