Wealth Growth Manager - Personal Banking

OCBC Group; Johor Bahru; On-site; MYR 60,000 - 110,000; Full time

Job summary

OCBC Malaysia is seeking a Personal Wealth Manager in Johor Bahru to build and manage relationships with high-value clients, offering bespoke investment, insurance and banking solutions. You will identify opportunities to grow wealth, deliver tailored financial advice, and drive sales growth while ensuring excellent customer experience.

You should have a degree with at least 3 years in banking or finance, strong communication skills, and a proven track record in relationship-building and meeting

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills.
• Knowledge of investment, insurance, and banking products.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow 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 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 expertise.

Skills

Relationship-building

Sales skills

Investment knowledge

Insurance knowledge

Banking products knowledge

Communication skills

Education

Bachelor's degree in Finance/Banking

Job description

OCBC Malaysia is seeking a Personal Wealth Manager in Johor Bahru to build and manage relationships with high-value clients, offering bespoke investment, insurance and banking solutions. You will identify opportunities to grow wealth, deliver tailored financial advice, and drive sales growth while ensuring excellent customer experience.

You should have a degree with at least 3 years in banking or finance, strong communication skills, and a proven track record in relationship-building and meeting