Wealth Growth & Investment Advisor

OCBC; Malasia; Presencial; MYR 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive base salary

Holistic benefits

Learning opportunities

Descripción de la vacante

OCBC is seeking a Personal Banking Relationship Manager in Malaysia to build long-term relationships with clients, understand their financial goals, and deliver tailored banking solutions. You will advise on investments, insurance and banking products, manage a portfolio of high-value customers, and drive sales growth while maintaining a strong focus on customer satisfaction.

Join our team to grow your career in a supportive environment that values learning, development, and community impact

Formación

• Requires a degree and at least 3 years in banking or finance.
• Excellent communication and interpersonal abilities.
• Proven sales track record and ability to grow client relationships.
• Strong product knowledge across investment, insurance, and banking products.
• Self-driven, proactive, and focused on customer satisfaction.

Responsabilidades

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investments, insurance, and banking products tailored to each client.
• Develop and execute sales strategies to achieve targets and expand the customer base.
• Collaborate with internal teams to deliver seamless customer experiences and resolve issues quickly.
• Stay updated on market trends, regulatory changes, and product developments.

Conocimientos

Communication skills

Interpersonal skills

Sales skills

Product knowledge

Self-motivation

Educación

Bachelor's degree

Descripción del empleo

OCBC is seeking a Personal Banking Relationship Manager in Malaysia to build long-term relationships with clients, understand their financial goals, and deliver tailored banking solutions. You will advise on investments, insurance and banking products, manage a portfolio of high-value customers, and drive sales growth while maintaining a strong focus on customer satisfaction.

Join our team to grow your career in a supportive environment that values learning, development, and community impact