Elite Private Banking Relationship Manager

OCBC Malaysia; Muar; On-site; MYR 120,000 - 250,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning and development opportunities

Job summary

OCBC Malaysia is recruiting a Premier Relationship Manager to oversee a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. The role emphasizes understanding client needs and building long-term trust within a wealth management framework.

You will collaborate with internal teams to present integrated solutions, conduct regular reviews, and pursue opportunities to grow the client base in a dynamic market.

Qualifications

• Degree in finance or business.
• Minimum 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 clients.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and identify value-added opportunities.
• 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

Sales

Financial markets

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia is recruiting a Premier Relationship Manager to oversee a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. The role emphasizes understanding client needs and building long-term trust within a wealth management framework.

You will collaborate with internal teams to present integrated solutions, conduct regular reviews, and pursue opportunities to grow the client base in a dynamic market.