Wealth & Investment Relationship Manager

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development opportunities

Equal opportunity

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to nurture high-value client relationships and drive wealth growth. You will tailor investment, insurance, and banking solutions while meeting ambitious sales goals.

Engage with stakeholders to ensure seamless customer experiences and stay informed on market and regulatory changes. The role requires a degree and 3+ years in banking or finance, strong communication, and a proven sales track record.

Qualifications

• Bachelor’s degree and at least 3 years in banking/finance.
• Strong communication and interpersonal skills.
• Proven track record of meeting sales targets and growing customer relationships.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal stakeholders to deliver seamless customer experiences.
• Stay up-to-date with market trends, regulatory changes, and product developments.

Skills

Relationship-management

Sales-driven

Communication skills

Product knowledge

Education

Bachelor's degree in Finance/Banking/Related field

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to nurture high-value client relationships and drive wealth growth. You will tailor investment, insurance, and banking solutions while meeting ambitious sales goals.

Engage with stakeholders to ensure seamless customer experiences and stay informed on market and regulatory changes. The role requires a degree and 3+ years in banking or finance, strong communication, and a proven sales track record.