Wealth & Relationship Manager

OCBC; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Professional development opportunities

Equal opportunity

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value customers, advise on financial solutions, and drive growth across wealth, insurance, and banking products.

You will develop tailored strategies, collaborate with internal stakeholders, stay updated on market trends, and deliver exceptional customer experiences. A degree and 3+ years in banking are preferred.

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.

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

Banking experience

Communication skills

Relationship-building

Sales capabilities

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value customers, advise on financial solutions, and drive growth across wealth, insurance, and banking products.

You will develop tailored strategies, collaborate with internal stakeholders, stay updated on market trends, and deliver exceptional customer experiences. A degree and 3+ years in banking are preferred.