Wealth & Investment Advisor for High-Value Clients

OCBC Malaysia; Muar; On-site; MYR 84,000 - 144,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Equal opportunity

Fair employment

Wellbeing support

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to cultivate long-term client relationships, advise on financial products, and drive wealth growth. The role focuses on proactive client engagement, tailor-made financial solutions, and achieving sales targets within the bank's personal banking segment.

You will collaborate with teams to deliver exceptional service, stay informed on market trends, and contribute to the bank's growth and client satisfaction objectives.

Qualifications

• Bachelor's degree in finance, business, or related field.
• At least 3 years of banking/finance experience.
• Strong communication and interpersonal skills with proven sales ability.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investments, insurance, and banking products tailored to clients.
• Develop and execute sales strategies to meet targets and expand customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences.
• Stay updated on market trends, regulations, and product developments.

Skills

Relationship-building

Sales experience

Communication skills

Interpersonal skills

Product knowledge

Education

Bachelor's degree in finance/business/related field

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to cultivate long-term client relationships, advise on financial products, and drive wealth growth. The role focuses on proactive client engagement, tailor-made financial solutions, and achieving sales targets within the bank's personal banking segment.

You will collaborate with teams to deliver exceptional service, stay informed on market trends, and contribute to the bank's growth and client satisfaction objectives.