Elite Private Banking Relationship Manager

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development opportunities

Job summary

OCBC Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients and provide tailored financial solutions and advice, while building long-term relationships and identifying opportunities.

You will collaborate with internal stakeholders to deliver integrated financial solutions, conduct portfolio reviews, provide market updates, and pursue new business opportunities to grow the client base.

Qualifications

• Bachelor's 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 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

Relationship management

Business development

Sales skills

Communication

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients and provide tailored financial solutions and advice, while building long-term relationships and identifying opportunities.

You will collaborate with internal stakeholders to deliver integrated financial solutions, conduct portfolio reviews, provide market updates, and pursue new business opportunities to grow the client base.