Wealth Growth Advisor for High-Value Clients

OCBC Group; Johor; On-site; MYR 78,120 - 156,240; Full time

Benefits offered by this job

Flexible benefits

Professional development

Equal opportunity

Job summary

OCBC Malaysia is seeking a Personal Wealth Manager to manage a portfolio of high-value customers on-site in Kulaijaya. You will provide expert investment, insurance, and banking guidance, develop sales strategies, and collaborate with internal stakeholders to deliver seamless client experiences.

The role requires a degree in finance or banking and at least 3 years of experience in banking or finance, with strong communication and relationship-building skills.

Qualifications

• A degree holder with relevant banking/finance experience preferred.
• Strong communication and interpersonal skills with a sales mindset.
• Ability to build and maintain client relationships and provide financial guidance.

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 clients.
• Develop and execute sales strategies to achieve targets and expand client base.
• Collaborate with internal teams to ensure seamless customer experiences and resolve issues.

Skills

Relationship management

Sales

Investment advisory

Education

Bachelor's degree in Finance/Banking

Job description

OCBC Malaysia is seeking a Personal Wealth Manager to manage a portfolio of high-value customers on-site in Kulaijaya. You will provide expert investment, insurance, and banking guidance, develop sales strategies, and collaborate with internal stakeholders to deliver seamless client experiences.

The role requires a degree in finance or banking and at least 3 years of experience in banking or finance, with strong communication and relationship-building skills.