Wealth Advisor & Client Growth Lead

OCBC Malaysia; Malacca City; On-site; MYR 54,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Equal opportunity employment

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build and sustain long-term relationships with high-value customers, helping them achieve their financial goals and grow their wealth.

You will provide expert advice on investments, insurance and banking products, develop sales strategies, collaborate with internal teams, and stay informed on market trends to deliver outstanding service.

Qualifications

• Bachelor's degree with at least 3 years in banking, finance or related field.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building with a track record of targets.
• Solid product knowledge across investment, insurance and banking products.
• Self-motivated, proactive and customer-focused with business growth drive.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products tailored to client needs.
• Develop and execute sales strategies to achieve targets and expand the customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.
• Stay updated with market trends, regulatory changes, and product developments to maintain expertise.

Skills

Relationship management

Sales

Communication

Interpersonal skills

Customer focus

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build and sustain long-term relationships with high-value customers, helping them achieve their financial goals and grow their wealth.

You will provide expert advice on investments, insurance and banking products, develop sales strategies, collaborate with internal teams, and stay informed on market trends to deliver outstanding service.