Elite Private Banking Relationship Manager

OCBC

Negeri Sembilan

On-site

MYR 383,000 - 574,000

Full time

8 days ago
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Benefits offered by this job

Competitive base salary
Professional development opportunities
Equal opportunity

Job summary

OCBC Premier Banking is seeking a Senior Premier Relationship Manager to manage a portfolio of high-net-worth clients, delivering tailored financial solutions and exceptional service. You will develop long-term relationships, identify opportunities for value-added services, and collaborate with internal stakeholders to provide integrated wealth management solutions.

You will conduct regular portfolio reviews, provide market updates, and actively pursue new business opportunities to grow the

Qualifications

  • Degree in finance or business required.
  • Excellent communication and interpersonal skills essential.
  • Strong ability to build relationships with high-net-worth individuals and families.
  • Strong business development and sales skills.
  • Understanding of investment products and financial markets is important.

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 for 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

Client relationship management
Business development
Sales skills
Excellent communication

Education

Degree in finance or business

Job description

OCBC Premier Banking is seeking a Senior Premier Relationship Manager to manage a portfolio of high-net-worth clients, delivering tailored financial solutions and exceptional service. You will develop long-term relationships, identify opportunities for value-added services, and collaborate with internal stakeholders to provide integrated wealth management solutions.

You will conduct regular portfolio reviews, provide market updates, and actively pursue new business opportunities to grow the

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