Personal Wealth Manager - Taiping

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.
• 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 and growing customer relationships.
• 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.

Benefits

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry‑leading learning and professional development opportunities.

Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values.