Wealth Growth Advisor

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Wellbeing & growth

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value customers, build trusted relationships, and help clients achieve their financial goals.

You will provide expert advice on investment, insurance and banking products, develop sales strategies to hit targets, collaborate with internal teams, and stay informed on market trends and regulatory changes.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships.
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth.

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 your 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 your expertise.

Skills

Relationship-building

Sales

Communication

Customer service

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value customers, build trusted relationships, and help clients achieve their financial goals.

You will provide expert advice on investment, insurance and banking products, develop sales strategies to hit targets, collaborate with internal teams, and stay informed on market trends and regulatory changes.