Elite Private Banking Relationship Manager

OCBC; Seremban; On-site; MYR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits package

Industry-leading learning & training

Job summary

OCBC invites you to join as a Premier Banking Affluent Client Relationship Manager. You will manage a portfolio of high net worth clients, offering tailored financial solutions and exceptional service.

You will build long-term relationships, identify opportunities for value-added services, and collaborate with internal teams to deliver integrated financial solutions, while conducting regular portfolio reviews and providing market updates to clients.

Qualifications

• Excellent communication and interpersonal skills.
• Strong business development and sales skills.
• Ability to build strong relationships with high net worth individuals and families.
• Understanding of investment products and financial markets.
• At least 5 years of experience in private banking or wealth management.

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.

Skills

Communication skills

Relationship building

Sales skills

Client service orientation

Education

Degree in finance or business

Job description

OCBC invites you to join as a Premier Banking Affluent Client Relationship Manager. You will manage a portfolio of high net worth clients, offering tailored financial solutions and exceptional service.

You will build long-term relationships, identify opportunities for value-added services, and collaborate with internal teams to deliver integrated financial solutions, while conducting regular portfolio reviews and providing market updates to clients.