Wealth & Investment Advisor for High-Value Clients

OCBC Group; Ipoh; On-site; MYR 60,000 - 90,000; Full time

Job summary

OCBC Malaysia is seeking a Personal Wealth Manager for Ipoh. You will manage a portfolio of high-value clients, offering tailored investment, insurance, and banking solutions to grow wealth and meet financial goals. Build trust, expand your client base, and collaborate with internal teams to ensure premier service.

A degree with 3+ years in banking or finance is expected. You will stay updated on market trends and regulatory changes to provide expert guidance and drive business growth in a

Qualifications

• Bachelor's degree in finance or related field.
• At least 3 years of experience in banking, finance, or related field.
• Strong ability to build and maintain client relationships.

Responsibilities

• Manage a portfolio of high-value clients and grow wealth holdings.
• Provide tailored investment, insurance, and banking solutions to meet client needs.
• Develop and execute sales strategies to achieve business targets and expand client base.
• Collaborate with internal stakeholders to deliver seamless client experiences and resolve issues promptly.
• Stay informed on market trends, regulatory changes, and product developments to maintain expertise.

Skills

Portfolio mgmt

Sales skills

Relationship building

Communication

Education

Bachelor's degree in finance

Job description

OCBC Malaysia is seeking a Personal Wealth Manager for Ipoh. You will manage a portfolio of high-value clients, offering tailored investment, insurance, and banking solutions to grow wealth and meet financial goals. Build trust, expand your client base, and collaborate with internal teams to ensure premier service.

A degree with 3+ years in banking or finance is expected. You will stay updated on market trends and regulatory changes to provide expert guidance and drive business growth in a