Elite Private Banking Relationship Manager

OCBC Bank; Muar; On-site; MYR 289,000 - 417,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning & development

Equal opportunity

Career growth

Employee wellbeing

Culture & values

Job summary

OCBC Bank is seeking a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high net worth clients, providing tailored financial solutions and advice. You will develop and maintain long-term relationships, collaborating with internal teams to deliver integrated wealth management services.

The role emphasizes regular portfolio reviews, market updates, and pursuing new business opportunities to grow the client base, with a focus on exceptional service and client loyalty.

Qualifications

• A degree in finance or business is required.
• 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

Strong communication skills

Interpersonal skills

Relationship building

Investment products knowledge

Education

Finance or Business degree

Job description

OCBC Bank is seeking a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high net worth clients, providing tailored financial solutions and advice. You will develop and maintain long-term relationships, collaborating with internal teams to deliver integrated wealth management services.

The role emphasizes regular portfolio reviews, market updates, and pursuing new business opportunities to grow the client base, with a focus on exceptional service and client loyalty.