Elite Private Banking Relationship Manager

OCBC Malaysia; Malacca City; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

Job summary

OCBC Malaysia invites an experienced Premier Banking Affluent Client Relationship Manager to join our wealth team, serving a curated group of high net worth clients with tailored financial solutions and exceptional service.

You will manage portfolios, develop long-term relationships, collaborate with internal teams to deliver integrated solutions, and conduct regular portfolio reviews with market updates to clients, driving growth and loyalty.

Qualifications

• Experience with high net worth clients and wealth management strategies.
• Strong communication and interpersonal skills.
• Ability to identify client needs and tailor financial solutions.

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

Portfolio management

Relationship management

Private banking

Investment products

Communication

Business development

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia invites an experienced Premier Banking Affluent Client Relationship Manager to join our wealth team, serving a curated group of high net worth clients with tailored financial solutions and exceptional service.

You will manage portfolios, develop long-term relationships, collaborate with internal teams to deliver integrated solutions, and conduct regular portfolio reviews with market updates to clients, driving growth and loyalty.