Elite Private Banking Relationship Manager

OCBC Malaysia; Alor Setar; On-site; MYR 80,000 - 110,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to oversee a portfolio of high net worth clients and provide tailored financial solutions. You will build enduring relationships, deliver market insights, and collaborate with internal teams to offer integrated wealth management services.

The role emphasizes proactive client engagement, strategic business development, and delivering exceptional service to affluent clients across Malaysia.

Qualifications

• Degree in finance or business.
• 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 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

Client relationship management

Financial advisory

Communication skills

Business development

Education

Degree in finance or business

Tools

CRM software

Market updates

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to oversee a portfolio of high net worth clients and provide tailored financial solutions. You will build enduring relationships, deliver market insights, and collaborate with internal teams to offer integrated wealth management services.

The role emphasizes proactive client engagement, strategic business development, and delivering exceptional service to affluent clients across Malaysia.