Wealth-Building Relationship Manager

OCBC Malaysia; Puchong; On-site; MYR 67,000 - 134,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Industry-leading learning & dev

Equal opportunity

Fair employment

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value customers, helping them achieve their financial goals. You will tailor investment and banking solutions while delivering exceptional service.

In this role you will develop sales strategies, collaborate with internal teams, and stay informed on market trends and regulatory changes to ensure expert guidance and sustained business growth.

Qualifications

• Bachelor degree in banking/finance or related field.
• At least 3 years of banking or financial services experience.
• Strong sales and relationship-building capabilities.
• Excellent communication and customer-facing skills.

Responsibilities

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

Skills

Relationship building

Sales proficiency

Communication skills

Interpersonal skills

Product knowledge

Education

Bachelor's degree in Banking/Finance or related field

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value customers, helping them achieve their financial goals. You will tailor investment and banking solutions while delivering exceptional service.

In this role you will develop sales strategies, collaborate with internal teams, and stay informed on market trends and regulatory changes to ensure expert guidance and sustained business growth.