Wealth & Relationship Consultant – Personal Banking

OCBC Group; Petaling Jaya; On-site; MYR 48,000 - 72,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Learning & development opportunities

Equal opportunity & fair employment

Job summary

OCBC Malaysia is seeking a Personal Financial Consultant to manage a portfolio of high-value customers, delivering tailored investment, insurance, and banking solutions. You will build strong relationships, identify opportunities, and drive sales growth to meet targets.

You will collaborate with internal teams to ensure seamless customer experiences and stay abreast of market changes and product developments. A degree and at least 3 years in banking or finance are preferred.

Qualifications

• Bachelor’s degree in banking/finance or related field preferred.
• Experience in banking, finance, or related field (minimum 3 years).
• Strong communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investment, insurance, and banking products.
• Develop and execute sales strategies to meet targets and expand the customer base.
• Collaborate with internal teams to deliver seamless customer experiences and resolve issues.
• Stay updated on market trends, regulations, and product developments.

Skills

Sales & relationship-building

Communication skills

Customer-focused

Education

Bachelor’s degree or equivalent

Tools

Product knowledge

Job description

OCBC Malaysia is seeking a Personal Financial Consultant to manage a portfolio of high-value customers, delivering tailored investment, insurance, and banking solutions. You will build strong relationships, identify opportunities, and drive sales growth to meet targets.

You will collaborate with internal teams to ensure seamless customer experiences and stay abreast of market changes and product developments. A degree and at least 3 years in banking or finance are preferred.