Elite Private Banking Relationship Manager

OCBC Malaysia; Kota Bharu; On-site; MYR 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Industry-leading learning

Job summary

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

The role emphasizes strong investment knowledge, excellent communication, and proven business development skills to grow the client base across a Malaysia market.

Qualifications

• Requires a degree in finance or business.
• Minimum 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 clients and families.
• Strong business development and sales abilities.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial advice.
• Develop and maintain long-term client relationships and identify opportunities for 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

Investment knowledge

Communication

Relationship building

Sales skills

High net worth client servicing

Education

Bachelor's degree in finance or business

Job description

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

The role emphasizes strong investment knowledge, excellent communication, and proven business development skills to grow the client base across a Malaysia market.