Wealth & Investment Relationship Manager

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and development opportunities

Equal opportunity employer

Community initiatives

Job summary

OCBC is seeking a Personal Banking Relationship Manager based in Malaysia to manage a portfolio of high‑value customers, build lasting relationships and grow wealth through tailored solutions.

You will provide expert advice on investments, insurance and banking products, develop sales strategies to hit targets, collaborate with internal teams, and stay ahead of market trends to deliver seamless customer experiences.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships.
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth.
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs.
• Develop and execute sales strategies to achieve business targets and expand your customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.
• Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise.

Skills

Client relationship management

Sales targeting

Communication

Product knowledge

Self-motivated

Education

Bachelor's degree

Job description

OCBC is seeking a Personal Banking Relationship Manager based in Malaysia to manage a portfolio of high‑value customers, build lasting relationships and grow wealth through tailored solutions.

You will provide expert advice on investments, insurance and banking products, develop sales strategies to hit targets, collaborate with internal teams, and stay ahead of market trends to deliver seamless customer experiences.