Wealth Growth Relationship Manager

OCBC company; Petaling Jaya; On-site; MYR 78,000 - 123,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Professional development opportunities

Job summary

A leading financial services institution in Petaling Jaya is looking for a Premier Relationship Manager. This role involves managing high-value customer portfolios, providing tailored financial solutions, and achieving sales targets. Candidates should hold a degree and have at least 3 years of relevant experience. Strong communication and interpersonal skills are essential for building lasting relationships and delivering excellent customer experiences. The company offers competitive salaries and a variety of professional development opportunities.

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Strong product knowledge for investment, insurance, and banking products.
• Proven sales and relationship-building skills.

Responsibilities

• Manage a portfolio of high-value customers and build relationships.
• Provide expert advice on financial products tailored to customer needs.
• Develop and execute sales strategies to achieve business targets.

Skills

Communication skills

Interpersonal skills

Sales skills

Proactive approach

Customer satisfaction focus

Education

Degree in Banking, Finance, or related field

Job description

A leading financial services institution in Petaling Jaya is looking for a Premier Relationship Manager. This role involves managing high-value customer portfolios, providing tailored financial solutions, and achieving sales targets. Candidates should hold a degree and have at least 3 years of relevant experience. Strong communication and interpersonal skills are essential for building lasting relationships and delivering excellent customer experiences. The company offers competitive salaries and a variety of professional development opportunities.