Wealth Advisor & Relationship Manager

OCBC Malaysia; Seremban; On-site; MYR 45,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development

Wellbeing support

Community initiatives

Job summary

OCBC Malaysia in Negeri Sembilan seeks a Personal Financial Consultant to build lasting relationships with customers, understand their needs, and offer tailored financial solutions across investment, insurance, and banking products.

You will manage a portfolio of high-value clients, develop sales strategies to grow assets, collaborate with internal teams, and stay informed on market trends to deliver exceptional service.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills with diverse customers.
• Proven sales and relationship-building track record achieving targets.
• Strong product knowledge across investment, insurance, and banking products.
• Self-motivated, proactive and results-driven with customer focus.

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 the 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 expertise.

Skills

Relationship building

Sales skills

Communication

Product knowledge

Education

Bachelor's degree or higher

Job description

OCBC Malaysia in Negeri Sembilan seeks a Personal Financial Consultant to build lasting relationships with customers, understand their needs, and offer tailored financial solutions across investment, insurance, and banking products.

You will manage a portfolio of high-value clients, develop sales strategies to grow assets, collaborate with internal teams, and stay informed on market trends to deliver exceptional service.