Wealth-Building Personal Banking Advisor

OCBC Malaysia; Seremban; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and development opportunities

Equal opportunity

Community initiatives

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value customers, help them achieve financial goals, and advance your career within Asia's leading bank.

You will manage a portfolio, provide expert advice on investment, insurance, and banking products, and develop sales strategies to grow our customer base while delivering seamless service across touchpoints.

Qualifications

• Degree holder with at least 3 years of experience in banking or finance.
• Strong communication and interpersonal skills with customers from diverse backgrounds.
• Proven sales and relationship-building skills with a track record of achieving targets.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow 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 management

Sales targets

Financial advisory

Communication skills

Education

Bachelor's degree in Finance or Banking

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value customers, help them achieve financial goals, and advance your career within Asia's leading bank.

You will manage a portfolio, provide expert advice on investment, insurance, and banking products, and develop sales strategies to grow our customer base while delivering seamless service across touchpoints.