Wealth & Relationship Manager

OCBC; Malaysia; On-site; MYR 55,800 - 100,440; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Career development opportunities

Job summary

OCBC Bank in Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value clients, understand their financial goals, and deliver tailored solutions. You will advise on investments, insurance, and banking products, develop sales strategies to reach targets, and collaborate with internal teams to ensure seamless service and growth.

The role requires a degree and at least 3 years in banking, with strong communication and a proven track record.

Qualifications

• Strong communication and interpersonal skills.
• Proven sales and relationship-building track record.
• Expertise across investment, insurance, and banking products.
• Self-motivated, proactive and results-driven.

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 achieve targets.
• Collaborate with internal stakeholders to ensure seamless experiences.
• Stay updated on market trends and regulatory changes to maintain expertise.

Skills

Communication skills

Sales experience

Relationship-building

Product knowledge

Self-motivated

Education

Bachelor's degree

Job description

OCBC Bank in Malaysia is seeking a Personal Banking Relationship Manager to build long-term relationships with high-value clients, understand their financial goals, and deliver tailored solutions. You will advise on investments, insurance, and banking products, develop sales strategies to reach targets, and collaborate with internal teams to ensure seamless service and growth.

The role requires a degree and at least 3 years in banking, with strong communication and a proven track record.