Wealth Advisor for High-Value Clients (Melaka)

OCBC company; Malacca City; On-site; MYR 60,000 - 100,000; Full time

Job summary

OCBC Malaysia in Melaka is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers, understand their financial goals, and tailor solutions across investments, insurance, and banking products.

You will grow the client base, collaborate with internal teams, stay informed on market trends, and deliver exceptional service to help clients grow wealth and assets while meeting sales targets.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building capabilities.
• Knowledge of investment, insurance, and banking products.
• Customer-focused and results-driven.

Responsibilities

• Manage a portfolio of high-value customers in Melaka.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to grow wealth and assets.
• Collaborate with internal teams to deliver seamless client experiences.
• Stay updated on market trends and regulatory changes.

Skills

Relationship building

Sales proficiency

Communication skills

Financial products knowledge

Customer service

Education

Bachelor's degree in finance or related field

Job description

OCBC Malaysia in Melaka is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers, understand their financial goals, and tailor solutions across investments, insurance, and banking products.

You will grow the client base, collaborate with internal teams, stay informed on market trends, and deliver exceptional service to help clients grow wealth and assets while meeting sales targets.