Elite Private Banking Relationship Manager

OCBC Malaysia; Batu Pahat; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Job summary

OCBC Malaysia is seeking a Private Banking Relationship Manager to build and maintain relationships with high net worth clients, delivering tailored financial solutions and expert advice.

The ideal candidate has at least 5 years in private banking or wealth management, a strong knowledge of financial markets and products, and excellent communication and interpersonal skills. CFP or CFA certification is highly desirable.

Qualifications

• A degree in finance, economics or business
• At least 5 years in private banking or wealth management
• Strong knowledge of financial markets, products and services
• Excellent communication and interpersonal skills
• Professional certification like CFP or CFA is desirable

Responsibilities

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

Skills

Client relationship management

Financial markets knowledge

Communication skills

Analytical thinking

CFP/CFA certification

Education

Bachelor's degree in finance/economics/business

CFP or CFA certification desirable

Job description

OCBC Malaysia is seeking a Private Banking Relationship Manager to build and maintain relationships with high net worth clients, delivering tailored financial solutions and expert advice.

The ideal candidate has at least 5 years in private banking or wealth management, a strong knowledge of financial markets and products, and excellent communication and interpersonal skills. CFP or CFA certification is highly desirable.