Wealth Growth Advisor — Relationship Manager

OCBC company; Kluang; On-site; MYR 80,000 - 120,000; Full time

Job summary

OCBC Malaysia in Kluang is seeking a Personal Wealth Manager to build strong client relationships and grow a high-value portfolio. You will provide tailored financial advice across investments, insurance, and banking products, while driving sales and expanding the customer base.

The role emphasizes proactive client engagement, market awareness, and collaboration with internal teams to deliver exceptional wealth management experiences in a community-focused setting.

Qualifications

• A degree holder with at least 3 years of banking/finance experience.
• Strong communication and interpersonal skills with customers.
• Proven sales and relationship-building abilities to meet targets.

Responsibilities

• Manage a portfolio of high-value customers and grow their wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal stakeholders to ensure seamless service.
• Stay updated on market trends, regulations, and product changes.

Skills

Relationship building

Sales

Financial products

Communication

Education

Bachelor's degree

Job description

OCBC Malaysia in Kluang is seeking a Personal Wealth Manager to build strong client relationships and grow a high-value portfolio. You will provide tailored financial advice across investments, insurance, and banking products, while driving sales and expanding the customer base.

The role emphasizes proactive client engagement, market awareness, and collaboration with internal teams to deliver exceptional wealth management experiences in a community-focused setting.