Wealth Growth Advisor for High-Value Clients

OCBC company; Johor Bahru; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Learning opportunities

Healthcare

Job summary

OCBC Malaysia is seeking a Personal Wealth Manager in Johor Bahru to build long-term relationships with high-value clients, understand their goals, and tailor wealth solutions across investments, insurance, and banking products.

You will manage a growing portfolio, collaborate with internal teams, stay updated on market trends, and drive sustainable growth through proactive service and targeted advice.

Qualifications

• Degree in finance, banking, or related field.
• Minimum 3 years in banking or wealth management.
• Strong communication and relationship-building skills.
• Proactive, target-driven with customer focus.

Responsibilities

• Manage a portfolio of high-value clients and grow their wealth.
• Provide tailored financial solutions across investments, insurance, and banking products.
• Develop and execute sales strategies to achieve targets and expand the client base.
• Collaborate with internal stakeholders to deliver seamless 고객 experiences and resolve issues.

Skills

Relationship management

Sales & cross-selling

Financial advisory

Communication skills

Education

Bachelor's degree in Finance/Banking

Tools

CRM systems

MS Excel

Job description

OCBC Malaysia is seeking a Personal Wealth Manager in Johor Bahru to build long-term relationships with high-value clients, understand their goals, and tailor wealth solutions across investments, insurance, and banking products.

You will manage a growing portfolio, collaborate with internal teams, stay updated on market trends, and drive sustainable growth through proactive service and targeted advice.