Wealth Relationship Manager: Grow Clients' Assets

OCBC Malaysia; George Town; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting relationships, help clients achieve financial goals, and contribute to business growth. You will manage a portfolio of high-value customers and provide tailored investment, insurance, and banking solutions.

As part of a collaborative team, you will develop sales strategies, expand the customer base, and work with internal stakeholders to deliver seamless experiences while staying abreast of market trends and

Qualifications

• A degree holder with at least 3 years of experience in banking, finance or related field.
• Strong communication and interpersonal skills with diverse customers.
• Proven sales and relationship-building track record.

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow wealth.
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet 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 quickly.
• Stay up-to-date with market trends, regulatory changes, and product developments to maintain expertise.

Skills

Relationship building

Sales

Communication

Customer service

Product knowledge

Education

Bachelor's degree in finance or related field

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting relationships, help clients achieve financial goals, and contribute to business growth. You will manage a portfolio of high-value customers and provide tailored investment, insurance, and banking solutions.

As part of a collaborative team, you will develop sales strategies, expand the customer base, and work with internal stakeholders to deliver seamless experiences while staying abreast of market trends and