Wealth Growth & Relationship Advisor

OCBC; Kulai; Presencial; MYR 192.000 - 319.000; Jornada completa

Descripción de la vacante

OCBC is seeking a Personal Banking Relationship Manager to build long‑term relationships with customers, understand their financial goals, and drive business growth. You will manage a portfolio of high‑value clients, provide tailored financial solutions, and collaborate with internal teams to deliver seamless service.

The role emphasizes proactive, customer‑focused sales, knowledge of investment and insurance products, and the ability to grow client relationships while staying current with

Formación

• 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 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.
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth.

Responsabilidades

• 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

Conocimientos

Relationship building

Sales

Communication

Customer service

Educación

Bachelor's degree

Descripción del empleo

OCBC is seeking a Personal Banking Relationship Manager to build long‑term relationships with customers, understand their financial goals, and drive business growth. You will manage a portfolio of high‑value clients, provide tailored financial solutions, and collaborate with internal teams to deliver seamless service.

The role emphasizes proactive, customer‑focused sales, knowledge of investment and insurance products, and the ability to grow client relationships while staying current with