Elite Private Banking Advisor for HNW Clients

OCBC Malaysia; West Coast Division; On-site; MYR 180,000 - 320,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning & development

Employee wellbeing

Job summary

OCBC Malaysia is seeking a Private Banking Relationship Manager to oversee a portfolio of high-net-worth clients. You will deliver tailored financial solutions and build lasting client relationships with a client-centric approach.

Partner with investment specialists, wealth planners, and credit experts to develop comprehensive plans, identify opportunities, and grow the private banking business while staying updated on market trends.

Qualifications

• Degree in finance, economics or business required.
• 5+ years in private banking or wealth management.
• Excellent communication and relationship-building skills.
• CFP/CFA certification is desirable.

Responsibilities

• Manage a portfolio of high net worth clients with tailored solutions.
• Conduct financial needs analyses and develop financial plans.
• Collaborate with investment, wealth planning and credit specialists.
• Identify and pursue new business opportunities to grow the portfolio.
• Stay updated on market trends and developments.

Skills

Relationship management

Client communication

Financial analysis

HNWI expertise

Education

Bachelor's degree in finance/economics/business

Job description

OCBC Malaysia is seeking a Private Banking Relationship Manager to oversee a portfolio of high-net-worth clients. You will deliver tailored financial solutions and build lasting client relationships with a client-centric approach.

Partner with investment specialists, wealth planners, and credit experts to develop comprehensive plans, identify opportunities, and grow the private banking business while staying updated on market trends.