Elite Private Banking Relationship Manager

OCBC Malaysia; Ampang Jaya; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term relationships, collaborate with internal teams, and provide regular market updates to clients.

The role requires experience in private banking or wealth management, strong communication skills, and a proven track record in business development and sales.

Qualifications

• A degree in a relevant field, such as finance or business.
• At least 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 strong 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

Communication skills

Interpersonal skills

Business development

Sales skills

Education

Bachelor's degree in Finance or related field

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term relationships, collaborate with internal teams, and provide regular market updates to clients.

The role requires experience in private banking or wealth management, strong communication skills, and a proven track record in business development and sales.