[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Oversea-Chinese Banking jobs](https://jobs.opennash.com/companies/oversea-chinese-banking/) · [Search jobs](/search/) Oversea-Chinese Banking · OCBC Malaysia, Puchong # Personal Financial Consultant - Puchong OCBC Malaysia, Puchong Full-time Finance & Accounting Listed on Oversea-Chinese Banking’s official careers site. Posted July 15, 2026. Check that it is still open and apply there. [Apply on Oversea-Chinese Banking’s careers site →](https://ocbc.wd102.myworkdayjobs.com/en-US/External/job/OCBC-Malaysia-Puchong/Personal-Financial-Consultant---Puchong_JR00009412) [OpenNash Jobs](https://jobs.opennash.com/) / [Oversea-Chinese Banking](https://jobs.opennash.com/companies/oversea-chinese-banking/) / Personal Financial Consultant - Puchong ## Job description ### WHO WE ARE As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Personal Banking Relationship Manager Why Join Imagine building long-lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks. As a Personal Banking Relationship Manager at OCBC, you'll have the opportunity to make a real difference in people's lives and drive business growth. How you succeed It starts with understanding the needs and desires of our customers. You'll build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer-focused, you'll drive sales growth, expand your network, and deliver exceptional customer experiences. What you do - 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 Who you are - 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 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 Who we are As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Your Opportunity Starts Here. What we offer 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. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers. ### What we offer Competitive base salary. Community initiatives. Industry-leading learning and professional development opportunities. ## At a glance - Posted by the employer: Jul 15, 2026 - First seen by OpenNash: Oct 13, 2026 - Last checked: Oct 20, 2026 - Listed for: 97 days - Location: OCBC Malaysia, Puchong - Employment type: Full-time[Apply on Oversea-Chinese Banking’s careers site →](https://ocbc.wd102.myworkdayjobs.com/en-US/External/job/OCBC-Malaysia-Puchong/Personal-Financial-Consultant---Puchong_JR00009412) ## More jobs at Oversea-Chinese Banking ### [Commercial Banking Relationship Management](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/faa058fc6f5cf2efe449/) OCBC Malaysia, Puchong ### [Personal Banking - AM](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/e7081ef396c8818d2091/) OCBC Malaysia, Puchong ### [Personal Financial Consultant](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/8e38ba44ac8d34c3a8cd/) OCBC Malaysia, Puchong ### [Premier Banking Affluent Client Relationship Management - MGR](https://jobs.opennash.com/companies/oversea-chinese-banking/jobs/7ad5ac20f6368600a9fd/) OCBC Malaysia, Puchong ## Similar jobs at other companies ### [Mortgage Advisor, Puchong](https://jobs.opennash.com/companies/hsbc-holdings/jobs/913c1df0a98f1cf241da/) HSBC Holdings · Puchong, Kuala Lumpur, Selangor, Malaysia ### [Premier Manager, Puchong](https://jobs.opennash.com/companies/hsbc-holdings/jobs/be77f226d6ed475e6bfa/) HSBC Holdings · Puchong, Kuala Lumpur, Selangor, Malaysia ### [Manager, Personal Financial Services (Temps plein)- Lebourgneuf](https://jobs.opennash.com/companies/td-bank-group/jobs/44f401025f51622bd9fd/) TD Bank Group · Québec ### [Global Technical Consultant - Personal Care](https://jobs.opennash.com/companies/ecolab/jobs/14f0bf350912087e0b40/) Ecolab · Paris, France ### [SAC Consultant (Financial Analytics)](https://jobs.opennash.com/companies/accenture/jobs/b197111ae5c268ebf290/) Accenture OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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