Elite Private Banking Relationship Manager

OCBC company; Segamat; On-site; MYR 90,000 - 140,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to service high net worth clients in Segamat. The role focuses on understanding client needs and delivering tailored financial solutions through comprehensive relationship management.

Applicants should bring 5+ years in private banking or wealth management, strong investment knowledge, and proven business development and sales abilities to foster long-term client partnerships.

Qualifications

• A degree in a relevant field, such as finance or business.
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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 building

Communication skills

Interpersonal skills

Business development

Sales skills

Education

Bachelor degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to service high net worth clients in Segamat. The role focuses on understanding client needs and delivering tailored financial solutions through comprehensive relationship management.

Applicants should bring 5+ years in private banking or wealth management, strong investment knowledge, and proven business development and sales abilities to foster long-term client partnerships.