Wealth & Financial Solutions Advisor

OCBC; Ipoh; On-site; MYR 66,960 - 111,600; Full time

Job summary

OCBC in Ipoh is seeking a Personal Banking Relationship Manager to build lasting relationships with high‑value customers and help them achieve their financial goals. You will understand client needs, tailor solutions, and drive sustainable wealth growth.

You will collaborate with colleagues across product areas to deliver seamless service, provide expert advice on investments, insurance, and banking products, and proactively expand the client base while meeting targets.

Qualifications

• Degree in finance, banking, or a related field.
• Minimum 3 years' experience in banking or finance.
• Strong communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high‑value customers and grow relationships.
• Provide expert advice on investment, 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 product developments.

Skills

Relationship building

Sales skills

Communication

Interpersonal skills

Customer service

Education

Bachelor's degree in finance, banking or related field

Job description

OCBC in Ipoh is seeking a Personal Banking Relationship Manager to build lasting relationships with high‑value customers and help them achieve their financial goals. You will understand client needs, tailor solutions, and drive sustainable wealth growth.

You will collaborate with colleagues across product areas to deliver seamless service, provide expert advice on investments, insurance, and banking products, and proactively expand the client base while meeting targets.