Elite Private Banking Relationship Manager

OCBC Malaysia; Puchong; On-site; MYR 180,000 - 280,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth clients. You will tailor financial solutions and work with internal teams to deliver integrated services that meet client needs and goals.

With at least 5 years in private banking or wealth management, you will leverage investment knowledge and strong communication to nurture lasting relationships and drive business growth for OCBC Malaysia.

Qualifications

• A degree in finance, business or a related field.
• At least 5 years of experience in private banking or wealth management.
• Strong knowledge 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

Relationship management

Investment knowledge

Sales

Communication

Networking

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth clients. You will tailor financial solutions and work with internal teams to deliver integrated services that meet client needs and goals.

With at least 5 years in private banking or wealth management, you will leverage investment knowledge and strong communication to nurture lasting relationships and drive business growth for OCBC Malaysia.