Elite Premier Banking Relationship Lead

OCBC Group

Malacca City

On-site

MYR 60,000 - 90,000

Full time

14 days+

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Job summary

OCBC Malaysia is seeking a Premier Relationship Manager in Melaka to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build enduring relationships, identify value-added opportunities, and collaborate with internal teams to offer integrated wealth management solutions.

The role requires 5+ years in private banking or wealth management, strong investment product knowledge, and excellent communication skills.

Qualifications

A degree in a relevant field, such as finance or business.
At least 5 years of experience in private banking or wealth management
Strong understanding of investment products and financial markets
Excellent communication and interpersonal skills
Ability to build strong relationships with high net worth individuals and families
Strong business development and sales skills

Responsibilities

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