Wealth Growth Advisor for High-Value Clients

OCBC; Kota Bharu; On-site; MYR 66,960 - 100,440; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning opportunities

Equal opportunity employer

Wellbeing support

Job summary

OCBC is seeking a Personal Banking Relationship Manager in Malaysia to cultivate long-term relationships with high-value customers and guide them toward financial goals.

You will provide expert advice across investments, insurance, and banking products, while driving growth through tailored solutions and robust client engagement. The role emphasizes collaboration with internal teams and staying ahead of market developments.

Qualifications

• 3+ years of experience in banking, finance or related field.
• Excellent communication and interpersonal skills.
• Proven track record in sales and growing customer relationships.
• Strong product knowledge in investments, insurance, and banking.

Responsibilities

• Manage a portfolio of high-value customers and build relationships 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 the customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues.
• Stay up-to-date with market trends, regulatory changes, and product developments to maintain expertise.

Skills

Relationship management

Sales

Communication skills

Customer service

Interpersonal skills

Education

Bachelor's degree

Job description

OCBC is seeking a Personal Banking Relationship Manager in Malaysia to cultivate long-term relationships with high-value customers and guide them toward financial goals.

You will provide expert advice across investments, insurance, and banking products, while driving growth through tailored solutions and robust client engagement. The role emphasizes collaboration with internal teams and staying ahead of market developments.