Elite Private Banking Relationship Manager

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Job summary

OCBC Premier Banking seeks a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high-net-worth clients, delivering tailored financial solutions and exceptional service.

You will build long-term client relationships, work with internal teams to offer integrated wealth-management solutions, and provide regular portfolio reviews with market updates. Ideal candidates have a finance or business degree, with at least five years in private banking or wealth management.

Qualifications

• Degree in finance or business.
• Minimum 5 years in private banking or wealth management.
• Strong knowledge of investment products and markets.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high-net-worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships.
• Collaborate with internal stakeholders to deliver integrated wealth-management solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue new business opportunities to grow the client base.

Skills

Relationship management

Communication skills

Sales skills

Wealth management

Portfolio management

Education

Bachelor's degree in finance or business

Job description

OCBC Premier Banking seeks a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high-net-worth clients, delivering tailored financial solutions and exceptional service.

You will build long-term client relationships, work with internal teams to offer integrated wealth-management solutions, and provide regular portfolio reviews with market updates. Ideal candidates have a finance or business degree, with at least five years in private banking or wealth management.