Wealth & Personal Banking Advisor

OCBC Malaysia; Petaling Jaya; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Learning & development

Career growth

Job summary

OCBC Malaysia invites applications for a Personal Banking Relationship Manager to build lasting relationships with a high-value client portfolio and deliver tailored financial solutions. You will drive sales, provide expert investment and banking advice, and collaborate with internal teams to ensure seamless client experiences.

The role requires a degree with 3+ years in banking/finance, strong communication, and a proven track record in sales and relationship management.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills, with a track record of achieving targets.
• Strong product knowledge across investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven with a focus on customer satisfaction.

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

Relationship Management

Sales Excellence

Financial Advisory

Customer Service

Education

Bachelor's degree in Banking/Finance

Job description

OCBC Malaysia invites applications for a Personal Banking Relationship Manager to build lasting relationships with a high-value client portfolio and deliver tailored financial solutions. You will drive sales, provide expert investment and banking advice, and collaborate with internal teams to ensure seamless client experiences.

The role requires a degree with 3+ years in banking/finance, strong communication, and a proven track record in sales and relationship management.