Personal Financial Consultant - Klang

Personal Banking Relationship Manager

As a Personal Banking Relationship Manager at OCBC, you will build relationships with high‑value clients, understand their financial goals, and deliver tailored banking solutions.

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.

Qualifications

• Degree holder with at least 3 years of experience in banking, finance, or a related field.
• S...

Ready to Apply?

Submit your application today and join our talented team at OCBC Malaysia.