Wealth Relationship Manager, Personal Banking

OCBC Malaysia; West Coast Division; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Equal opportunity

Job summary

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term client relationships, advise on wealth, investment and banking solutions, and drive business growth.

You will manage a portfolio of high-value customers, collaborate with internal teams, and stay updated on market trends and regulatory changes.

A degree and at least 3 years in banking are required; strong communication and sales skills are essential.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance or a related field.
• Strong communication and interpersonal skills to build rapport with diverse customers.
• Proven sales and relationship-building skills with track record of meeting targets.
• Solid product knowledge across investment, insurance, and banking products.

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 client 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.

Skills

Relationship management

Sales skills

Communication

Product knowledge

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a Personal Banking Relationship Manager to build long-term client relationships, advise on wealth, investment and banking solutions, and drive business growth.

You will manage a portfolio of high-value customers, collaborate with internal teams, and stay updated on market trends and regulatory changes.

A degree and at least 3 years in banking are required; strong communication and sales skills are essential.