Wealth & Relationship Advisor (Personal Banking)

OCBC; West Coast Division; On-site; MYR 193,000 - 321,000; Full time

Job summary

OCBC invites you to join as a Personal Banking Relationship Manager. Build long-lasting relationships with customers, understand financial goals, and drive wealth growth through tailored investment, insurance, and banking solutions.

You’ll manage a portfolio of high-value clients, collaborate with internal teams, and stay ahead of market trends to deliver exceptional customer experiences. You are a degree holder with at least 3 years in banking, with strong communication, relationship-building,

Qualifications

• Degree holder with at least 3 years in banking/finance.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building track record.
• Strong product knowledge on investment, insurance, and banking products.

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

Communication skills

Sales execution

Product knowledge

Education

Bachelor's degree

Job description

OCBC invites you to join as a Personal Banking Relationship Manager. Build long-lasting relationships with customers, understand financial goals, and drive wealth growth through tailored investment, insurance, and banking solutions.

You’ll manage a portfolio of high-value clients, collaborate with internal teams, and stay ahead of market trends to deliver exceptional customer experiences. You are a degree holder with at least 3 years in banking, with strong communication, relationship-building,