Elite Private Banking Relationship Manager

OCBC Group; Petaling Jaya; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Job summary

OCBC Malaysia, Petaling Jaya, is seeking a Premier Relationship Manager to serve high net worth clients with tailored financial solutions and exceptional service. You will manage a portfolio, grow assets, and collaborate with internal teams to deliver integrated wealth management strategies.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong communication and sales skills to build lasting client relationships.

Qualifications

• Degree in finance, business, or related field.
• 5+ years of experience in private banking/wealth management.
• Strong communication and interpersonal skills.

Responsibilities

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

Skills

Relationship-building

Sales skills

Communication

Private banking experience

Wealth management knowledge

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia, Petaling Jaya, is seeking a Premier Relationship Manager to serve high net worth clients with tailored financial solutions and exceptional service. You will manage a portfolio, grow assets, and collaborate with internal teams to deliver integrated wealth management strategies.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong communication and sales skills to build lasting client relationships.