Wealth Growth Advisor

OCBC company; Johor Bahru; On-site; MYR 50,000 - 80,000; Full time

Job summary

OCBC Malaysia in Taman Molek, Johor Bahru is seeking a Personal Wealth Manager to build and sustain long-term relationships with a portfolio of high-value customers. You will provide investment, insurance and banking guidance, tailoring solutions to each client's goals and risk profile, while driving sales growth and customer satisfaction.

You will collaborate with internal partners to deliver seamless financial planning, stay updated on market trends, and proactively expand the client base in a

Qualifications

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance and banking products tailored to client needs.
• Develop and execute sales strategies to achieve business targets and expand the client base.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their 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 customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.

Skills

Relationship management

Sales & targets

Communication skills

Customer service

Education

Bachelor's degree

Job description

OCBC Malaysia in Taman Molek, Johor Bahru is seeking a Personal Wealth Manager to build and sustain long-term relationships with a portfolio of high-value customers. You will provide investment, insurance and banking guidance, tailoring solutions to each client's goals and risk profile, while driving sales growth and customer satisfaction.

You will collaborate with internal partners to deliver seamless financial planning, stay updated on market trends, and proactively expand the client base in a