Wealth Relationship Manager, Personal Banking

OCBC Malaysia; Seremban; On-site; MYR 70,000 - 110,000; Full time

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting relationships with customers, helping them achieve their financial goals and grow their career with Asia's leading bank.

You will manage a portfolio of high-value clients, provide expert advice on investments, insurance and banking products, and collaborate with internal stakeholders to deliver seamless customer experiences.

Qualifications

• A degree holder with at least 3 years of experience in banking, finance, or a related field
• Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds
• Proven sales and relationship-building skills, with a track record of achieving targets
• Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products
• Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth

Responsibilities

• Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
• Develop and execute sales strategies to achieve business targets and expand your 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 your expertise

Skills

Relationship building

Sales

Communication

Customer service

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-lasting relationships with customers, helping them achieve their financial goals and grow their career with Asia's leading bank.

You will manage a portfolio of high-value clients, provide expert advice on investments, insurance and banking products, and collaborate with internal stakeholders to deliver seamless customer experiences.