Elite Private Banking Relationship Manager

OCBC company; Miri; On-site; MYR 120,000 - 180,000; Full time

Job summary

OCBC Malaysia in Miri is seeking a Premier Relationship Manager to build lasting relationships with high net worth clients, delivering tailored financial solutions and exceptional service.

You will manage portfolios, collaborate with internal teams, conduct reviews, and seek new business opportunities to grow the client base. A degree in finance or business and 5+ years in private banking are required.

Qualifications

• A degree in a relevant field, such as 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

Interpersonal skills

Business development

Sales skills

Education

Degree in finance or business

Job description

OCBC Malaysia in Miri is seeking a Premier Relationship Manager to build lasting relationships with high net worth clients, delivering tailored financial solutions and exceptional service.

You will manage portfolios, collaborate with internal teams, conduct reviews, and seek new business opportunities to grow the client base. A degree in finance or business and 5+ years in private banking are required.