Elite Private Banking Relationship Manager

OCBC; Penang; Presencial; MYR 120.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive base salary

Flexible benefits

Industry-leading learning and发展

Equal opportunity

Supportive team culture

Descripción de la vacante

OCBC in Penang invites a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth clients, delivering tailored financial solutions and exceptional service. You will manage portfolios, conduct reviews, build lasting relationships, and collaborate with internal teams to grow the client base and provide insightful market updates.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong

Formación

• Degree in finance or business required.
• Minimum 5 years in private banking or wealth management.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Ability to build relationships with high net worth clients.
• Strong business development and sales skills.

Responsabilidades

• 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.

Conocimientos

Relationship management

Investment knowledge

Communication skills

Business development

Educación

Finance or Business degree

Descripción del empleo

OCBC in Penang invites a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth clients, delivering tailored financial solutions and exceptional service. You will manage portfolios, conduct reviews, build lasting relationships, and collaborate with internal teams to grow the client base and provide insightful market updates.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong