Wealth & Investment Advisor for High-Value Clients

OCBC Malaysia; Kota Bharu; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Learning and development opportunities

Equal opportunity employer

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with customers and help them achieve financial goals. You will provide tailored advice on investments, insurance, and banking products while driving sales and portfolio growth.

Develop and execute strategies to expand the customer base, collaborate with internal teams, and stay current on market trends to deliver exceptional service and valued financial solutions.

Qualifications

• A degree holder with relevant experience in banking, finance, or related field.
• Proven track record in achieving targets and growing customer relationships.
• Strong communication and interpersonal skills for diverse client bases.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products to meet client needs.
• Develop and execute sales strategies to achieve targets and expand client base.
• Collaborate with internal stakeholders to deliver seamless customer experiences.

Skills

Relationship-building

Sales

Financial services

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with customers and help them achieve financial goals. You will provide tailored advice on investments, insurance, and banking products while driving sales and portfolio growth.

Develop and execute strategies to expand the customer base, collaborate with internal teams, and stay current on market trends to deliver exceptional service and valued financial solutions.