Wealth & Personal Banking Advisor

OCBC; Kuala Lumpur; On-site; MYR 65,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Community initiatives

Industry-leading learning and PD

Equal opportunity

Fair employment

Culture and values fit

Wellbeing and growth support

Job summary

OCBC in Kuala Lumpur invites you to join as Personal Financial Consultant, building lasting customer relationships and helping clients reach financial goals. As a Personal Banking Relationship Manager, you will drive business growth and deliver tailored financial solutions.

You will manage a portfolio, advise on investments, insurance and banking products, develop sales strategies, collaborate with internal teams, and stay updated on market trends to maintain expertise.

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 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

Excellent communication

Relationship-building

Sales expertise

Financial advisory

Education

Bachelor's degree

Job description

OCBC in Kuala Lumpur invites you to join as Personal Financial Consultant, building lasting customer relationships and helping clients reach financial goals. As a Personal Banking Relationship Manager, you will drive business growth and deliver tailored financial solutions.

You will manage a portfolio, advise on investments, insurance and banking products, develop sales strategies, collaborate with internal teams, and stay updated on market trends to maintain expertise.