Elite Private Banking and Wealth Relationship Leader

OCBC Malaysia; Kuala Lumpur; On-site; MYR 120,000 - 200,000; Full time

Benefits offered by this job

Competitive base salary

Holistic flexible benefits

Community initiatives

Industry-leading learning

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to lead a portfolio of high-net-worth clients, delivering tailored financial solutions and superior service. You will build long-term relationships, collaborate across teams, and identify opportunities to grow the client base.

The role requires a background in private banking or wealth management, strong investment product knowledge, and exceptional communication skills to serve affluent clients in Malaysia.

Qualifications

• Bachelor's degree or higher in finance, business, or a related field.
• 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 strong relationships with high-net-worth clients.

Responsibilities

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

Skills

Communication skills

Relationship building

Sales skills

Business development

Private banking experience

Education

Finance or business degree

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to lead a portfolio of high-net-worth clients, delivering tailored financial solutions and superior service. You will build long-term relationships, collaborate across teams, and identify opportunities to grow the client base.

The role requires a background in private banking or wealth management, strong investment product knowledge, and exceptional communication skills to serve affluent clients in Malaysia.