Elite Premier Relationship Manager – Wealth

OCBC Group; Ipoh; On-site; MYR 180,000 - 260,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager in Ipoh to serve high net worth clients with tailored wealth solutions. You will manage client portfolios, deliver investment insights, and collaborate with internal partners to meet financial goals.

The role requires a finance or business degree and at least five years in private banking or wealth management, plus strong communication and sales skills to build lasting client relationships.

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.

Skills

Relationship management

Client acquisition

Communication

Sales

Business development

Investment products

Financial markets

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager in Ipoh to serve high net worth clients with tailored wealth solutions. You will manage client portfolios, deliver investment insights, and collaborate with internal partners to meet financial goals.

The role requires a finance or business degree and at least five years in private banking or wealth management, plus strong communication and sales skills to build lasting client relationships.