Elite Private Banking Relationship Manager

OCBC; Pasir Gudang; On-site; MYR 289,000 - 417,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Equal opportunity

Job summary

OCBC is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term client relationships, collaborate with internal teams, and conduct regular portfolio reviews with market updates.

The role requires a degree in finance or business and 5+ years in private banking or wealth management, with strong investment knowledge and exceptional communication skills.

Qualifications

• A degree in finance or business.
• At least 5 years of private banking or wealth management experience.
• 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

Finance/Business degree

Private banking

Investment knowledge

Communication skills

Relationship building

Business development

Education

Degree in finance or business

Job description

OCBC is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term client relationships, collaborate with internal teams, and conduct regular portfolio reviews with market updates.

The role requires a degree in finance or business and 5+ years in private banking or wealth management, with strong investment knowledge and exceptional communication skills.