Wealth Relationship Banker

OCBC Malaysia; Malaysia; On-site; MYR 67,000 - 112,000; Full time

Benefits offered by this job

Base salary

Community initiatives

Learning & development

Wellbeing & growth

Equal opportunity

Fair employment

Culture fit

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager in Wealth to manage a portfolio of high-value customers and provide tailored financial solutions. You will build lasting relationships, identify opportunities to grow wealth, and collaborate with internal teams to deliver exceptional customer experiences.

The role requires a degree with at least 3 years in banking/finance, strong communication, and proven sales ability.

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.
• 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 skills

Interpersonal skills

Sales skills

Relationship-building

Product knowledge

Education

Degree holder

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager in Wealth to manage a portfolio of high-value customers and provide tailored financial solutions. You will build lasting relationships, identify opportunities to grow wealth, and collaborate with internal teams to deliver exceptional customer experiences.

The role requires a degree with at least 3 years in banking/finance, strong communication, and proven sales ability.