Elite Private Banking Relationship Manager

OCBC Malaysia; Malaysia; Hybrid; MYR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Learning and development opportunities

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to oversee a portfolio of high net worth clients, delivering tailored financial solutions and superior service.

You will build long-term relationships, collaborate with internal teams, and provide market updates while pursuing new business opportunities. A finance/business degree and 5+ years in private banking are required.

Qualifications

• A degree in finance, business or a related field is required.
• Minimum 5 years of experience in private banking or wealth management.
• Strong knowledge of investment products and financial markets.
• Excellent communication and interpersonal abilities.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial advice.
• Develop and maintain long-term client relationships and cross-sell services.
• Collaborate with internal teams 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

Investment products knowledge

Communication skills

Relationship building

Sales skills

Financial markets understanding

Education

Degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to oversee a portfolio of high net worth clients, delivering tailored financial solutions and superior service.

You will build long-term relationships, collaborate with internal teams, and provide market updates while pursuing new business opportunities. A finance/business degree and 5+ years in private banking are required.