Wealth Growth Advisor

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development opportunities

Community initiatives

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with customers, helping them reach financial goals and grow their assets.

You will provide tailored investment, insurance, and banking solutions, manage high-value portfolios, and collaborate with internal teams to deliver seamless customer experiences. Strong communication and 3+ years in banking are essential, along with sales success.

Qualifications

• A degree holder with strong communication and interpersonal skills.
• Proven sales and relationship-building experience in banking or finance.
• Strong knowledge of investment, insurance, and banking products.
• Self-motivated, proactive and focused on customer satisfaction and growth.

Responsibilities

• Manage a portfolio of high-value customers and grow 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.

Skills

Relationship building

Sales experience

Communication skills

Financial product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with customers, helping them reach financial goals and grow their assets.

You will provide tailored investment, insurance, and banking solutions, manage high-value portfolios, and collaborate with internal teams to deliver seamless customer experiences. Strong communication and 3+ years in banking are essential, along with sales success.