Wealth & Relationship Manager

OCBC Malaysia; Taiping; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and professional development

Equal opportunity

Supportive team environment

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting client relationships, understand their financial goals, and help them grow their wealth with tailored solutions.

You will manage a portfolio of high-value customers, provide expert advice on investments, insurance and banking products, and collaborate with internal teams to deliver seamless, responsive service.

Qualifications

• A degree holder with at least 3 years in banking, finance, or related field.
• Strong communication and rapport-building with diverse customers.
• Proven sales track record and ability to grow client relationships.

Responsibilities

• Manage a portfolio of high-value customers and identify opportunities to grow wealth.
• Provide expert advice on investments, insurance, and banking products tailored to individual needs.
• Develop and execute sales strategies to achieve targets and expand the customer base.
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly.
• Stay updated on market trends, regulatory changes, and product developments to maintain expertise.

Skills

Communication skills

Interpersonal skills

Sales experience

Relationship-building

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting client relationships, understand their financial goals, and help them grow their wealth with tailored solutions.

You will manage a portfolio of high-value customers, provide expert advice on investments, insurance and banking products, and collaborate with internal teams to deliver seamless, responsive service.