Elite Private Banking Relationship Manager

OCBC Malaysia; Kota Bharu; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible holistic benefits

Community initiatives

Learning & development opportunities

Equal opportunity

Wellbeing support

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term relationships and collaborate with internal teams to provide value-added services.

The role requires a deep understanding of investments, strong communication, and proven business development skills to grow the client base in Malaysia.

Qualifications

• A degree in a relevant field such as finance or business.
• 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

Wealth management

Portfolio reviews

Business development

Communication skills

Education

Finance degree

Tools

CRM software

Investment platforms

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term relationships and collaborate with internal teams to provide value-added services.

The role requires a deep understanding of investments, strong communication, and proven business development skills to grow the client base in Malaysia.