Wealth Personal Banker: Build Wealth for High-Value Clients

OCBC; 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

OCBC is seeking a Personal Banker - Wealth in Kuala Lumpur to build lasting relationships and assist customers in achieving their financial goals. As part of this role, you will manage a portfolio of high-value clients, provide tailored financial solutions, and develop sales strategies to meet business targets. Ideal candidates should possess a degree and at least 3 years of banking or finance experience. OCBC offers a competitive salary and flexible benefits tailored to every lifestyle.

Qualifications

• At least 3 years of experience in banking, finance, or a related field.
• Strong track record in building customer relationships and achieving sales targets.
• Ability to provide expert advice on investment, insurance, and banking products.

Responsibilities

• Manage a portfolio of high-value customers, building relationships to grow their wealth.
• Provide tailored financial solutions to meet individual customer needs.
• Collaborate with stakeholders to deliver seamless customer experiences.

Skills

Communication skills

Interpersonal skills

Sales skills

Product knowledge

Customer focus

Education

Degree in Banking, Finance, or related field

Job description

OCBC is seeking a Personal Banker - Wealth in Kuala Lumpur to build lasting relationships and assist customers in achieving their financial goals. As part of this role, you will manage a portfolio of high-value clients, provide tailored financial solutions, and develop sales strategies to meet business targets. Ideal candidates should possess a degree and at least 3 years of banking or finance experience. OCBC offers a competitive salary and flexible benefits tailored to every lifestyle.