Wealth & Banking Relationship Advisor – Onsite KL

OCBC company; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager in Kuala Lumpur to manage a portfolio of high-value clients, provide tailored investment and banking solutions, and drive sales growth. You will build strong relationships, identify opportunities, and work with internal teams to deliver exceptional customer experiences.

The role requires a degree and at least 3 years in banking or finance, with strong communication and proven sales capabilities.

Qualifications

• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills.
• Experience in banking, finance, or related field is preferred.

Responsibilities

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

Skills

Strong communication

Sales experience

Relationship-building

Education

Bachelor’s degree or higher in relevant field

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager in Kuala Lumpur to manage a portfolio of high-value clients, provide tailored investment and banking solutions, and drive sales growth. You will build strong relationships, identify opportunities, and work with internal teams to deliver exceptional customer experiences.

The role requires a degree and at least 3 years in banking or finance, with strong communication and proven sales capabilities.