Wealth Personal Banker — Grow Clients' Assets

OCBC company; Kulai; On-site; MYR 36,000 - 72,000; Full time

Job summary

OCBC Malaysia is seeking a Personal Banker - Wealth to build and manage relationships with a portfolio of high-value customers. You will provide tailored financial solutions across investments, insurance, and banking products to help clients achieve their goals.

In this role, you will develop and execute sales strategies to grow assets, collaborate with internal teams to deliver seamless experiences, and stay informed about market trends and regulatory changes to maintain expertise.

Qualifications

• Degree holder with at least 3 years of banking or finance experience.
• Strong communication and interpersonal skills with diverse customers.
• Proven sales and relationship-building capabilities.

Responsibilities

• Manage a portfolio of high-value customers and grow their wealth.
• Provide tailored investment, insurance, and banking advice.
• Develop and execute sales strategies to hit targets and expand client base.
• Collaborate with internal teams to deliver seamless customer experiences.
• Stay updated on market trends and regulatory changes.

Skills

Relationship building

Sales

Communication

Banking products knowledge

Education

Bachelor's degree in Finance/Banking

Job description

OCBC Malaysia is seeking a Personal Banker - Wealth to build and manage relationships with a portfolio of high-value customers. You will provide tailored financial solutions across investments, insurance, and banking products to help clients achieve their goals.

In this role, you will develop and execute sales strategies to grow assets, collaborate with internal teams to deliver seamless experiences, and stay informed about market trends and regulatory changes to maintain expertise.