Wealth Personal Banker: Build Clients, Grow Assets

OCBC company; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

A leading bank in Asia is seeking a Personal Banker - Wealth to manage high-value customer portfolios and provide tailored financial solutions. The ideal candidate will have at least 3 years of experience in banking or finance and demonstrate strong sales and interpersonal skills. Responsibilities include building relationships with clients, delivering market-leading financial advice, and collaborating with teams to resolve customer issues. This position offers a competitive salary and benefits as part of a supportive work environment.

Qualifications

• At least 3 years of experience in banking or finance.
• Strong product knowledge in investment and insurance.
• Self-motivated and results-driven.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide expert financial advice and solutions.
• Collaborate with stakeholders for seamless experiences.

Skills

Customer relationship management

Sales skills

Communication

Interpersonal skills

Education

Degree in banking, finance, or related field

Job description

A leading bank in Asia is seeking a Personal Banker - Wealth to manage high-value customer portfolios and provide tailored financial solutions. The ideal candidate will have at least 3 years of experience in banking or finance and demonstrate strong sales and interpersonal skills. Responsibilities include building relationships with clients, delivering market-leading financial advice, and collaborating with teams to resolve customer issues. This position offers a competitive salary and benefits as part of a supportive work environment.