Wealth & Relationship Advisor

OCBC Malaysia; Kuching; On-site; MYR 60,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Industry-leading learning & dev

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers and deliver tailored financial solutions. You will manage a client portfolio, advise on investments, insurance, and banking products, and drive growth through proactive sales strategies.

The role requires a degree in Banking or Finance and at least 3 years in banking, with strong communication and customer-service skills.

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

Relationship management

Sales skills

Communication skills

Customer service

Education

Bachelor's degree in Banking or Finance

Tools

CRM software

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build lasting relationships with high-value customers and deliver tailored financial solutions. You will manage a client portfolio, advise on investments, insurance, and banking products, and drive growth through proactive sales strategies.

The role requires a degree in Banking or Finance and at least 3 years in banking, with strong communication and customer-service skills.