Wealth & Relationship Advisor — Personal Banking

OCBC Malaysia; Malacca City; On-site; MYR 56,000 - 89,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Culture fit selection

Wellbeing support

Job summary

OCBC Malaysia invites you to join as a Personal Financial Consultant. Build lasting relationships with customers, understand their financial goals, and contribute to the bank’s growth through tailored advice on investment, insurance, and banking products.

You will manage a portfolio of high-value clients, identify opportunities to grow their wealth, collaborate with internal teams, and stay informed on market trends to deliver exceptional customer experiences.

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.
• Strong product knowledge in investment, insurance, and banking products.
• Self-motivated, proactive, and results-driven with a 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

Strong communication

Interpersonal skills

Sales skills

Relationship-building

Education

Bachelor's degree

Job description

OCBC Malaysia invites you to join as a Personal Financial Consultant. Build lasting relationships with customers, understand their financial goals, and contribute to the bank’s growth through tailored advice on investment, insurance, and banking products.

You will manage a portfolio of high-value clients, identify opportunities to grow their wealth, collaborate with internal teams, and stay informed on market trends to deliver exceptional customer experiences.