Elite Private Banking Relationship Manager

OCBC Malaysia; Puchong; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to oversee a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will work with a selective client group, understanding their goals, and offering holistic financial planning and investment guidance.

The ideal candidate has a finance or business degree and at least 5 years in private banking or wealth management, with strong product knowledge, communication, and

Qualifications

• A degree in finance or business
• At least 5 years in private banking or wealth management
• Strong knowledge of investment products and markets
• Excellent communication and interpersonal skills
• Ability to build relationships with high-net-worth individuals

Responsibilities

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

Skills

Relationship building

High net worth client exposure

Communication skills

Sales skills

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to oversee a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will work with a selective client group, understanding their goals, and offering holistic financial planning and investment guidance.

The ideal candidate has a finance or business degree and at least 5 years in private banking or wealth management, with strong product knowledge, communication, and