Elite Premier Wealth Relationship Manager

OCBC Group

Kuantan

On-site

MYR 120,000 - 180,000

Full time

14 days+
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Benefits offered by this job

Competitive base salary
Holistic benefits
Professional development opportunities
Equal opportunity workplace
Community initiatives

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager in Kuantan to manage a portfolio of high net worth clients, delivering tailored financial solutions and proactive service. You will build lasting client relationships, collaborate with internal teams, and provide market updates to support growth and retention.

The role requires a degree in finance or business, 5+ years in private banking, strong investment knowledge, and excellent communication and sales skills.

Qualifications

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

Responsibilities

  • Manage a portfolio of high net worth clients with tailored financial solutions and advice.
  • Develop and maintain long-term client relationships and identify value-added opportunities.
  • 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

Excellent communication
Interpersonal skills
Relationship building
Business development
Sales skills
Investments knowledge

Education

Degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager in Kuantan to manage a portfolio of high net worth clients, delivering tailored financial solutions and proactive service. You will build lasting client relationships, collaborate with internal teams, and provide market updates to support growth and retention.

The role requires a degree in finance or business, 5+ years in private banking, strong investment knowledge, and excellent communication and sales skills.

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