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Personal Banker - Wealth

Company

OCBC

Location

klang city, selangor

Posted

June 14, 2026

Position Overview

Personal Banking Relationship Manager

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 the 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.

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 rec...

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