Elite Private Banking Relationship Manager

OCBC Bank (Malaysia) Berhad; Batu Pahat; On-site; MYR 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits to suit every life

Community initiatives

Industry-leading learning and devop“t"

Equal opportunity

Fair employment

Culture and values alignment

Job summary

OCBC Bank Malaysia Berhad invites you to join our Private Banking team as a Relationship Manager. You will manage a portfolio of high net worth clients, delivering tailored financial solutions and expert advice to help grow their wealth.

Collaborate with a team of investment and wealth planning professionals to craft comprehensive financial plans. The role requires strong client relationships, market knowledge, and a track record in private banking or wealth management.

Qualifications

• Degree in finance, economics or business.
• CFP or CFA certification highly desirable.
• Minimum 5 years of experience in private banking or wealth management.

Responsibilities

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

Skills

Client relationship management

Financial needs analysis

Collaboration with specialists

Business development

Market knowledge

Education

Bachelor’s degree in finance/economics/business

Job description

OCBC Bank Malaysia Berhad invites you to join our Private Banking team as a Relationship Manager. You will manage a portfolio of high net worth clients, delivering tailored financial solutions and expert advice to help grow their wealth.

Collaborate with a team of investment and wealth planning professionals to craft comprehensive financial plans. The role requires strong client relationships, market knowledge, and a track record in private banking or wealth management.