Wealth Growth & Relationship Manager

OCBC Bank (Malaysia) Berhad; Penang; On-site; MYR 60,000 - 90,000; Full time

Job summary

OCBC Bank (Malaysia) Berhad invites you to join as a Personal Banking Relationship Manager. Build lasting relationships with high-value clients, tailor financial solutions across investments, insurance and banking products, and drive growth within a dynamic, customer‑focused team.

You will manage a portfolio, identify opportunities, and collaborate with internal stakeholders to deliver seamless experiences.

Qualifications

• A degree holder with at least 3 years of banking or finance experience.
• Strong communication and interpersonal skills for diverse clients.
• Proven sales and relationship-building ability to meet targets.
• Solid product knowledge across investment, insurance, and banking.
• Self-driven, proactive and customer-focused with business growth mindset.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to hit targets and grow client base.
• Collaborate with internal teams to deliver seamless customer experiences.
• Stay updated on market trends and regulatory changes.

Skills

Relationship building

Sales

Communication

Product knowledge

Financial services

Education

Bachelor's degree in Finance

Job description

OCBC Bank (Malaysia) Berhad invites you to join as a Personal Banking Relationship Manager. Build lasting relationships with high-value clients, tailor financial solutions across investments, insurance and banking products, and drive growth within a dynamic, customer‑focused team.

You will manage a portfolio, identify opportunities, and collaborate with internal stakeholders to deliver seamless experiences.