Wealth Relationship Manager - Grow Your Impact

OCBC; Kedah; On-site; MYR 66,960 - 111,600; Full time

Job summary

OCBC Malaysia is recruiting a Personal Banking Relationship Manager in Kedah to build long-term relationships with high-value customers and help them achieve their financial goals. You will provide expert advice on investment, insurance, and banking products, tailor solutions, and develop sales strategies to grow the customer base while delivering seamless experiences.

The role requires a degree and at least 3 years in banking or finance, strong communication skills, and a proven track record of

Qualifications

• Degree holder with at least 3 years in banking, finance, or related field.
• Strong communication and interpersonal skills to build rapport with customers.

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 individual needs.
• Develop and execute sales strategies to achieve targets and expand 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 expertise.

Skills

Relationship building

Sales

Communication

Financial products knowledge

Customer service

Education

Bachelor's degree in banking/finance or related

Job description

OCBC Malaysia is recruiting a Personal Banking Relationship Manager in Kedah to build long-term relationships with high-value customers and help them achieve their financial goals. You will provide expert advice on investment, insurance, and banking products, tailor solutions, and develop sales strategies to grow the customer base while delivering seamless experiences.

The role requires a degree and at least 3 years in banking or finance, strong communication skills, and a proven track record of