Elite Private Banking Relationship Manager

OCBC Group; Malaysia; Hybrid; MYR 80,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Learning and development opportunities

Community initiatives

Job summary

OCBC Group is seeking a Premier Relationship Manager in Malaysia to manage a portfolio of high net worth clients, delivering tailored financial solutions and ongoing wealth management support.

You will build long‑term relationships, collaborate with internal teams to offer integrated solutions, and conduct regular portfolio reviews while identifying new business opportunities to grow the client base.

Qualifications

• Degree in finance or business or equivalent.
• Minimum 5 years' experience in private banking or wealth management.
• Strong knowledge of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Ability to build relationships with high-net-worth individuals.

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

Interpersonal skills

Business development

Sales skills

Investments knowledge

Education

Bachelor's degree in Finance or Business

Job description

OCBC Group is seeking a Premier Relationship Manager in Malaysia to manage a portfolio of high net worth clients, delivering tailored financial solutions and ongoing wealth management support.

You will build long‑term relationships, collaborate with internal teams to offer integrated solutions, and conduct regular portfolio reviews while identifying new business opportunities to grow the client base.