Elite Private Banking Relationship Manager

OCBC; Kuala Lumpur; On-site; MYR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Job summary

OCBC is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions within a dynamic private banking environment.

You will develop long-term client relationships, collaborate with internal teams to offer integrated wealth management solutions, and conduct regular portfolio reviews with market updates. The role emphasizes growth and client-centric service.

Qualifications

• Degree in 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

Strong communication

Relationship building

Business development

Sales skills

Interpersonal skills

Education

Degree in finance or business

Job description

OCBC is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions within a dynamic private banking environment.

You will develop long-term client relationships, collaborate with internal teams to offer integrated wealth management solutions, and conduct regular portfolio reviews with market updates. The role emphasizes growth and client-centric service.