Wealth Growth Advisor, Personal Banking

OCBC Malaysia; Miri; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development opportunities

Equal opportunity

Wellbeing and career growth

Job summary

OCBC Malaysia seeks a Personal Banking Relationship Manager to build long-lasting relationships with clients, understand their financial goals, and tailor investment, insurance, and banking solutions.

You will manage a portfolio of high-value customers, collaborate with internal teams, stay updated on market trends, and drive business growth while delivering exceptional customer experiences.

Qualifications

• 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 ability

Communication

Customer service

Team collaboration

Education

Bachelor's degree in banking/finance/related field

Job description

OCBC Malaysia seeks a Personal Banking Relationship Manager to build long-lasting relationships with clients, understand their financial goals, and tailor investment, insurance, and banking solutions.

You will manage a portfolio of high-value customers, collaborate with internal teams, stay updated on market trends, and drive business growth while delivering exceptional customer experiences.