Wealth & Personal Banking Advisor

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

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value clients, provide tailored investment, insurance, and banking guidance, and drive sales growth across diverse customer segments.

The role requires a degree and at least 3 years in banking or related fields, with strong communication, relationship-building, and product knowledge. You will collaborate with internal teams to deliver seamless client experiences and stay informed on market changes.

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

Communication

Interpersonal skills

Sales skills

Relationship-building

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to manage a portfolio of high-value clients, provide tailored investment, insurance, and banking guidance, and drive sales growth across diverse customer segments.

The role requires a degree and at least 3 years in banking or related fields, with strong communication, relationship-building, and product knowledge. You will collaborate with internal teams to deliver seamless client experiences and stay informed on market changes.