Wealth & Relationship Growth Advisor

OCBC

Kuala Lumpur

On-site

MYR 60,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Professional development

Equal opportunity

Job summary

OCBC is seeking a Personal Banking Relationship Manager in Kuala Lumpur to manage a portfolio of high‑value clients, building trusted relationships and delivering tailored investment, insurance, and banking solutions.

You will develop sales strategies to hit targets, collaborate with internal teams for seamless service, stay current with market trends to advise on opportunities, and provide expert guidance that supports growth for clients and OCBC.

Qualifications

Bachelor-level degree in banking, finance, or related field.
Strong communication and interpersonal skills with ability to build rapport across diverse clients.
Proven sales and relationship-building track record with targets achieved.
Solid product knowledge across investment, insurance, and banking products.
Self-motivated, proactive, and customer‑oriented with growth focus.

Responsibilities

Manage a portfolio of high-value customers and build relationships to grow wealth.
Provide expert advice on investment, insurance, and banking products tailored to client needs.
Develop and execute sales strategies to achieve business targets and expand client 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 expertise.