Elite Private Banking Advisor for High‑Net‑Worth Clients

OCBC Bank (Malaysia) Berhad; Seremban; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Holistic flexible benefits

Learning and development opportunities

Equal opportunity and fair employment

Job summary

OCBC Bank in Malaysia invites applications for Premier Banking Affluent Client Relationship Manager to service high net worth clients with tailored financial solutions and exceptional service.

You will build trusted relationships, review portfolios, and identify opportunities for value-added services. The role requires at least 5 years in private banking or wealth management, with strong investment knowledge and excellent communication.

Qualifications

• Strong relationship management and client service mindset.
• Excellent verbal and written communication abilities.
• Proven ability to identify opportunities and grow client bases.
• Ability to collaborate with internal partners to deliver integrated solutions.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships to drive loyalty and growth.
• 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 building

Communication skills

Business development

Interpersonal skills

Client advisory

Education

Bachelor's degree in finance or business

Job description

OCBC Bank in Malaysia invites applications for Premier Banking Affluent Client Relationship Manager to service high net worth clients with tailored financial solutions and exceptional service.

You will build trusted relationships, review portfolios, and identify opportunities for value-added services. The role requires at least 5 years in private banking or wealth management, with strong investment knowledge and excellent communication.