Wealth & Relationship Advisor, Personal Banking

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Culture and values alignment

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant to build long-lasting relationships with customers, understand their needs, and grow wealth. You will provide tailored financial solutions across investment, insurance, and banking, and manage a portfolio to deliver holistic client outcomes.

We require a degree with 3+ years in banking/finance, strong communication, proven sales and relationship-building, and self-motivation.

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

Communication

Interpersonal skills

Sales

Relationship-building

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Financial Consultant to build long-lasting relationships with customers, understand their needs, and grow wealth. You will provide tailored financial solutions across investment, insurance, and banking, and manage a portfolio to deliver holistic client outcomes.

We require a degree with 3+ years in banking/finance, strong communication, proven sales and relationship-building, and self-motivation.