Wealth Growth Advisor for High-Value Clients

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

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

Equal employment opportunities

Job summary

OCBC Malaysia Segamat is seeking a Personal Wealth Manager to build long-lasting relationships with customers and help them achieve financial goals. You will provide tailored investment, insurance, and banking solutions while driving sales growth and expanding your client base.

You will manage a portfolio of high-value customers, stay informed on market trends, and collaborate with internal teams to ensure exceptional service and seamless outcomes for clients.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships.
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products.

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 business targets and expand your 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 your expertise.

Skills

Relationship management

Sales orientation

Communication skills

Financial knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia Segamat is seeking a Personal Wealth Manager to build long-lasting relationships with customers and help them achieve financial goals. You will provide tailored investment, insurance, and banking solutions while driving sales growth and expanding your client base.

You will manage a portfolio of high-value customers, stay informed on market trends, and collaborate with internal teams to ensure exceptional service and seamless outcomes for clients.