Wealth & Relationship Advisor — Personal Banking

OCBC; Kuala Lumpur; On-site; MYR 225,000 - 289,000; Full time

Benefits offered by this job

Competitive salary

Learning opportunities

Career development

Job summary

OCBC invites you to join as Personal Banking Relationship Manager in Singapore. You will manage a portfolio of high-value customers, provide tailored financial solutions, and grow our relationships.

You’ll work with internal teams to deliver seamless experiences, stay updated on market trends, and meet growth targets. A degree with 3+ years in banking is required, along with strong communication and customer-focused mindset.

Our offer includes competitive pay and comprehensive benefits.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or related field.
• Strong communication and interpersonal skills, with ability to build rapport with customers from diverse backgrounds.
• Proven sales and relationship-building skills with a track record of achieving targets.
• Strong product knowledge with ability to provide expert advice on investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven with 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 building

Sales targets

Communication

Product knowledge

Self-motivated

Education

Bachelor's degree

Job description

OCBC invites you to join as Personal Banking Relationship Manager in Singapore. You will manage a portfolio of high-value customers, provide tailored financial solutions, and grow our relationships.

You’ll work with internal teams to deliver seamless experiences, stay updated on market trends, and meet growth targets. A degree with 3+ years in banking is required, along with strong communication and customer-focused mindset.

Our offer includes competitive pay and comprehensive benefits.