Wealth & Personal Banking Relationship Advisor

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

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Development opportunities

Equal opportunity

Fair employment

Culture fit

Wellbeing support

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers, understand their financial goals, and deliver tailored solutions across investment, insurance, and banking products.

You will manage a portfolio, collaborate with internal teams, stay informed on market trends, and drive sales growth while maintaining a high standard of customer service.

Qualifications

• 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.

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-building

Communication skills

Sales experience

Customer focus

Education

Bachelor's degree in Finance or related

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers, understand their financial goals, and deliver tailored solutions across investment, insurance, and banking products.

You will manage a portfolio, collaborate with internal teams, stay informed on market trends, and drive sales growth while maintaining a high standard of customer service.