Wealth Manager: Grow Client Assets in Kluang (Onsite)

OCBC Group; Kluang; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Learning & development

Equal opportunity

Job summary

OCBC Malaysia is seeking a Personal Wealth Manager for our Kluang office to build and nurture long-term relationships with high-value customers. You will provide tailored investment, insurance, and banking solutions while growing the client base and wealth under management.

You will manage a diverse portfolio, collaborate with internal teams, and stay informed on market trends and regulatory changes to maintain your advisory edge.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance or related field.
• Strong communication and interpersonal skills to build rapport with customers.
• Proven sales and relationship-building abilities with track record of achieving targets.

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

Strong communication

Relationship-building

Sales mindset

Customer focus

Education

Bachelor's degree or higher

Job description

OCBC Malaysia is seeking a Personal Wealth Manager for our Kluang office to build and nurture long-term relationships with high-value customers. You will provide tailored investment, insurance, and banking solutions while growing the client base and wealth under management.

You will manage a diverse portfolio, collaborate with internal teams, and stay informed on market trends and regulatory changes to maintain your advisory edge.