Wealth Growth & Relationship Manager

Bank of China (M) Berhad; Puchong; On-site; MYR 60,000 - 120,000; Full time

Job summary

Bank of China (M) Berhad in Malaysia seeks a Wealth Management Relationship Manager (Puchong) to deliver tailored wealth solutions and maintain strong client relationships. The role targets growth in NFI/NII through proactive selling, portfolio reviews, and cross-selling of wealth products, while upholding regulatory integrity and high service standards.

The candidate should hold a university degree with relevant licenses and be ready to drive branch performance, participate in marketing events,

Qualifications

• University degree required with strong financial knowledge.
• FIMM, IPPC and Bancassurance licenses are preferred.
• Results-driven and able to manage client portfolios.
• Good communication and relationship-building skills.

Responsibilities

• Provide wealth management products and services to meet client needs.
• Meet KPIs and revenue targets through proactive sales such as acquisition and cross-selling.
• Participate in sales, account opening and servicing to achieve targets.
• Grow and deepen client portfolios while maintaining compliance.
• Analyze client portfolios and present suitable wealth solutions.
• Promote digital banking and maintain strong branch teamwork.

Skills

Relationship Mgmt

Sales & Cross-sell

Communication

Negotiation

Financial Knowledge

Education

University Degree

FIMM license

IPPC license

Insurance Bancassurance license

Job description

Bank of China (M) Berhad in Malaysia seeks a Wealth Management Relationship Manager (Puchong) to deliver tailored wealth solutions and maintain strong client relationships. The role targets growth in NFI/NII through proactive selling, portfolio reviews, and cross-selling of wealth products, while upholding regulatory integrity and high service standards.

The candidate should hold a university degree with relevant licenses and be ready to drive branch performance, participate in marketing events,