Wealth Growth Advisor for High-Value Clients

OCBC Group; Malaysia; Hybrid; MYR 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Industry-leading learning and devopmt

Job summary

OCBC Group in Malaysia is seeking a Personal Wealth Manager to build lasting relationships with high-value customers, offering tailored financial solutions and helping them grow their assets.

You will identify opportunities, provide expert advice on investments, insurance and banking products, and develop client-centric strategies to meet individuals’ goals.

Join a client‑facing, growth‑oriented team that values professional development, collaboration and exceptional customer service.

Qualifications

• Degree holder with at least 3 years of banking/finance experience.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills.
• Strong product knowledge on investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth.
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual 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 to maintain expertise.

Skills

Relationship building

Sales skills

Communication

Customer focus

Education

Bachelor's degree

Job description

OCBC Group in Malaysia is seeking a Personal Wealth Manager to build lasting relationships with high-value customers, offering tailored financial solutions and helping them grow their assets.

You will identify opportunities, provide expert advice on investments, insurance and banking products, and develop client-centric strategies to meet individuals’ goals.

Join a client‑facing, growth‑oriented team that values professional development, collaboration and exceptional customer service.