Wealth & Personal Banking Advisor

OCBC Malaysia; Johor Bahru; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Learning & development

Equal opportunity

Fair employment

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value clients and help them achieve their financial goals. You will tailor investment, insurance, and banking solutions while driving business growth and delivering exceptional customer experiences.

With at least 3 years in banking, you will combine strong communication, proactive sales skills, and deep product knowledge to grow your client base in a dynamic market.

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.
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth.

Responsibilities

• Manage high-value customer portfolios, build relationships, and identify opportunities to grow 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

Interpersonal skills

Sales and relationship-building

Product knowledge

Self-motivated

Education

Bachelor degree in banking/finance or related field

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value clients and help them achieve their financial goals. You will tailor investment, insurance, and banking solutions while driving business growth and delivering exceptional customer experiences.

With at least 3 years in banking, you will combine strong communication, proactive sales skills, and deep product knowledge to grow your client base in a dynamic market.