Wealth Growth Advisor for High-Value Clients

OCBC Group; Malacca City; On-site; MYR 89,280 - 156,240; Full time

Benefits offered by this job

Flexible benefits

Professional development opportunities

Job summary

OCBC Group Melaka is seeking a Personal Banking Relationship Manager to build lasting client relationships, advise on investments, insurance and banking products, and help clients grow their wealth.

You will manage high-value portfolios, collaborate with internal teams, stay informed on market trends, and drive sales targets while delivering exceptional customer service. This role is on site in Melaka, Malaysia, with competitive compensation.

Qualifications

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to meet targets.
• Collaborate with internal stakeholders for seamless experiences.
• Stay updated on market trends and regulatory changes.

Responsibilities

• Build and maintain relationships with clients to identify wealth growth opportunities.
• Deliver tailored financial solutions and cross-sell banking products.
• Coordinate with product teams to ensure superior client experiences.
• Monitor client needs, review portfolios, and adjust strategies as needed.

Skills

Relationship building

Sales

Communication skills

Finance knowledge

Education

Bachelor's degree in finance or related field

Job description

OCBC Group Melaka is seeking a Personal Banking Relationship Manager to build lasting client relationships, advise on investments, insurance and banking products, and help clients grow their wealth.

You will manage high-value portfolios, collaborate with internal teams, stay informed on market trends, and drive sales targets while delivering exceptional customer service. This role is on site in Melaka, Malaysia, with competitive compensation.