Elite Private Banking Relationship Manager

OCBC Malaysia; Johor; On-site; MYR 120,000 - 190,000; Full time

Benefits offered by this job

Competitive salary

Learning opportunities

Flexible benefits

Community initiatives

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, providing tailored financial solutions and exceptional service. You will build lasting trust through proactive engagement and comprehensive wealth planning.

The role requires at least 5 years in private banking or wealth management, strong knowledge of investments, and excellent communication. You will collaborate with internal teams to deliver integrated solutions and grow the client base.

Qualifications

• A degree in finance or business is required.
• At least 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and markets.
• Excellent communication and interpersonal skills.
• Ability to build strong relationships with high net worth individuals and families.
• Demonstrated business development and sales capabilities.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and identify value-added services.
• Collaborate with internal stakeholders to deliver integrated wealth solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue opportunities to grow the client base.

Skills

Relationship management

High net worth

Communication skills

Financial services knowledge

Portfolio management

Sales skills

Education

Degree in finance or business

Tools

CRM software

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, providing tailored financial solutions and exceptional service. You will build lasting trust through proactive engagement and comprehensive wealth planning.

The role requires at least 5 years in private banking or wealth management, strong knowledge of investments, and excellent communication. You will collaborate with internal teams to deliver integrated solutions and grow the client base.