Affluent Client Relations Lead - Premier Banking

OCBC Malaysia; Ipoh; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development opportunities

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth clients with tailored financial solutions and exceptional service. You will build long-term relationships, deliver integrated solutions, and drive client loyalty through expert portfolio reviews and market insights.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong communication and sales skills to grow

Qualifications

• Degree in finance or business or related field.
• Experience in private banking or wealth management is desirable.
• Strong communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and identify opportunities.
• Collaborate with internal stakeholders to deliver integrated solutions.
• Conduct regular portfolio reviews and provide market updates to clients.
• Identify and pursue new business opportunities to grow the client base.

Skills

Client relationship management

Sales skills

Communication skills

Finance knowledge

Education

Bachelor's degree in finance or business

Tools

CRM software

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth clients with tailored financial solutions and exceptional service. You will build long-term relationships, deliver integrated solutions, and drive client loyalty through expert portfolio reviews and market insights.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong communication and sales skills to grow