Elite Private Banking Relationship Manager

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

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development opportunities

Job summary

OCBC Malaysia invites applications for a Premier Relationship Manager to serve high net worth clients with tailored financial solutions and exceptional service. You will operate within our private banking framework, building trust, understanding client goals, and delivering holistic wealth management advice.

Responsibilities include managing a portfolio, developing long-term client relationships, collaborating with internal stakeholders, conducting regular reviews, and pursuing new business

Qualifications

• A 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

Communication skills

Business development

Sales skills

Relationship building

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia invites applications for a Premier Relationship Manager to serve high net worth clients with tailored financial solutions and exceptional service. You will operate within our private banking framework, building trust, understanding client goals, and delivering holistic wealth management advice.

Responsibilities include managing a portfolio, developing long-term client relationships, collaborating with internal stakeholders, conducting regular reviews, and pursuing new business