Wealth Advisor & Client Growth Partner

OCBC Malaysia; Segamat; On-site; MYR 67,000 - 134,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development

Equal opportunity

Job summary

OCBC Malaysia invites you to join as a Personal Financial Consultant, building long-lasting relationships with customers and helping them achieve financial goals.

As a Banking Relationship Manager, you'll offer tailored investment, insurance, and banking solutions, aiming to grow your customer base and contribute to business growth.

You will develop trust through understanding client needs, stay updated on market trends, and collaborate with internal teams to deliver seamless service.

Qualifications

• Degree holder with at least 3 years of experience in banking/finance.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills.
• Strong product knowledge on investment, insurance, and banking products.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth.
• Provide expert advice on investment, 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.

Skills

Relationship building

Sales

Banking knowledge

Communication

Education

Bachelor's degree

Job description

OCBC Malaysia invites you to join as a Personal Financial Consultant, building long-lasting relationships with customers and helping them achieve financial goals.

As a Banking Relationship Manager, you'll offer tailored investment, insurance, and banking solutions, aiming to grow your customer base and contribute to business growth.

You will develop trust through understanding client needs, stay updated on market trends, and collaborate with internal teams to deliver seamless service.