Elite Private Banking Relationship Manager

OCBC Malaysia; Malacca City; On-site; MYR 90,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Community initiatives

Professional development opportunities

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build and maintain long-term relationships, collaborate with internal teams to offer integrated wealth management services, and conduct regular portfolio reviews with clients.

The ideal candidate has a degree in finance or business and at least 5 years in private banking or wealth management, with strong investment product knowledge and

Qualifications

• Degree in finance or business.
• At least 5 years in private banking or wealth management.
• Strong understanding of investment products and markets.
• Excellent communication and interpersonal skills.
• Ability to build relationships with high net worth individuals and families.

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

Private banking

Wealth management

Investment products

Communication

Education

Degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build and maintain long-term relationships, collaborate with internal teams to offer integrated wealth management services, and conduct regular portfolio reviews with clients.

The ideal candidate has a degree in finance or business and at least 5 years in private banking or wealth management, with strong investment product knowledge and