Wealth Advisor & Relationship Manager

OCBC Malaysia; Johor Bahru; On-site; MYR 67,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build and grow long-lasting relationships with clients, offering tailored wealth, investment, and banking solutions. You will identify opportunities, provide expert guidance, and collaborate across teams to ensure seamless service.

A degree and several years in banking are expected, with a strong focus on customer satisfaction and business growth.

Qualifications

• Bachelor's degree or higher in a relevant field
• Minimum 3 years of banking/finance experience
• Proven ability to build long-term client relationships
• Strong communication and interpersonal skills
• Track record of meeting or exceeding targets and growing client base

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investments, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal teams to deliver seamless customer experiences.
• Stay up-to-date with market trends and regulatory changes.

Skills

Strong communication

Relationship-building

Sales experience

Product knowledge

Self-motivated

Education

Bachelor’s degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build and grow long-lasting relationships with clients, offering tailored wealth, investment, and banking solutions. You will identify opportunities, provide expert guidance, and collaborate across teams to ensure seamless service.

A degree and several years in banking are expected, with a strong focus on customer satisfaction and business growth.