Wealth & Relationship Advisor, Personal Banking

OCBC company; Miri; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager in Miri to build lasting client relationships and help customers reach their financial goals. You will provide tailored financial solutions and proactively drive sales growth while delivering exceptional service.

You will manage a portfolio of high-value customers, offering expert advice on investments, insurance and banking products, and collaborate with internal teams to ensure seamless experiences.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field.
• Strong communication and interpersonal skills to build rapport with customers.
• Proven sales and relationship-building skills with a track record of targets.
• Solid product knowledge across investment, insurance, and banking solutions.
• Self-motivated, proactive and customer-focused.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert guidance on investment, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal stakeholders to ensure seamless customer experiences.
• Stay updated on market trends, regulations, and product developments.

Skills

Strong communication

Interpersonal skills

Sales and relationship-building

Product knowledge

Self-motivated

Education

Bachelor's degree or equivalent

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager in Miri to build lasting client relationships and help customers reach their financial goals. You will provide tailored financial solutions and proactively drive sales growth while delivering exceptional service.

You will manage a portfolio of high-value customers, offering expert advice on investments, insurance and banking products, and collaborate with internal teams to ensure seamless experiences.