Wealth Growth Advisor – Personal Banking & Investments

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning & development

Equal opportunity

Fair employment

Culture & values

Wellbeing & growth

Job summary

OCBC in Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers and help them achieve their financial goals. You will provide tailored solutions across investments, insurance, and banking products, while growing the clientele and wealth of the bank.

You will manage a portfolio, collaborate with internal teams, stay informed on market trends, and proactively seek opportunities to meet targets.

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 the ability to achieve targets and grow customer relationships
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth

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 building

Sales

Communication

Customer service

Product knowledge

Education

Bachelor's degree

Job description

OCBC in Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers and help them achieve their financial goals. You will provide tailored solutions across investments, insurance, and banking products, while growing the clientele and wealth of the bank.

You will manage a portfolio, collaborate with internal teams, stay informed on market trends, and proactively seek opportunities to meet targets.