Wealth Growth Advisor for High-Value Clients

OCBC company; Johor; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development opportunities

Job summary

OCBC Malaysia is hiring a Personal Wealth Manager in Kulaijaya to manage a portfolio of high-value clients and deliver tailored investment, insurance, and banking solutions. You will build strong relationships, identify growth opportunities, and drive sales while collaborating with internal teams to ensure superb customer experiences.

The ideal candidate holds a degree in Finance or related field with 3+ years in banking or finance, excellent communication, and a proactive, results-driven

Qualifications

• 3+ years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills with ability to build rapport with customers.

Responsibilities

• 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 targets and expand 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.

Skills

Relationship building

Sales

Communication

Financial advisory

Education

Bachelor's degree in Finance or related field

Job description

OCBC Malaysia is hiring a Personal Wealth Manager in Kulaijaya to manage a portfolio of high-value clients and deliver tailored investment, insurance, and banking solutions. You will build strong relationships, identify growth opportunities, and drive sales while collaborating with internal teams to ensure superb customer experiences.

The ideal candidate holds a degree in Finance or related field with 3+ years in banking or finance, excellent communication, and a proactive, results-driven