Wealth Manager for High-Value Clients — Onsite Teluk Intan

OCBC Group; Teluk Intan; On-site; MYR 89,280 - 133,920; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Community initiatives

Job summary

OCBC Malaysia is seeking a Personal Wealth Manager in Teluk Intan to manage a portfolio of high-value customers, offering tailored investment, insurance, and banking solutions. You will develop sales strategies, grow the client base, and collaborate with internal teams to ensure seamless service.

The ideal candidate holds a bachelor’s degree and at least 3 years in banking/finance, with strong communication and proven sales capabilities.

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.

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

Relationship-building

Sales

Communication

Banking knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Wealth Manager in Teluk Intan to manage a portfolio of high-value customers, offering tailored investment, insurance, and banking solutions. You will develop sales strategies, grow the client base, and collaborate with internal teams to ensure seamless service.

The ideal candidate holds a bachelor’s degree and at least 3 years in banking/finance, with strong communication and proven sales capabilities.