Wealth & Relationship Manager – Personal Banking

OCBC company; Puchong; On-site; MYR 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Holistic and flexible benefits

Learning and professional development opportunities

Job summary

OCBC company is seeking a Personal Banking Relationship Manager in Puchong, Malaysia. In this role, you will manage a portfolio of high-value customers, providing tailored financial solutions and expert advice on investments and banking products. Ideal candidates should possess a degree and at least 3 years of relevant experience. The position offers competitive salary and holistic benefits, emphasizing personal growth and customer satisfaction.

Qualifications

• Minimum 3 years of experience in banking or finance.
• Ability to build rapport with diverse customers.
• Proven track record in sales.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide expert financial product advice tailored to clients.
• Develop and execute sales strategies to meet targets.

Skills

Strong communication skills

Interpersonal skills

Sales and relationship-building

Education

Degree in Banking, Finance, or related field

Job description

OCBC company is seeking a Personal Banking Relationship Manager in Puchong, Malaysia. In this role, you will manage a portfolio of high-value customers, providing tailored financial solutions and expert advice on investments and banking products. Ideal candidates should possess a degree and at least 3 years of relevant experience. The position offers competitive salary and holistic benefits, emphasizing personal growth and customer satisfaction.