Elite Private Banking Relationship Manager

OCBC company; Seremban; On-site; MYR 150,000 - 230,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development opportunities

Community initiatives

Job summary

OCBC Bank Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build enduring relationships, identify opportunities, and collaborate with internal teams to provide integrated wealth management advice.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong investment product knowledge and excellent communication

Qualifications

• Bachelor’s degree in finance, business, or related field.
• Minimum 5 years in private banking or wealth management with client-facing experience.
• Strong knowledge of investment products and financial markets.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term relationships to grow the client base.
• 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 expand the client base.

Skills

Degree in Finance or Business

5+ years Wealth Management

Investment Knowledge

Excellent Communication

Relationship Building

Sales & Business Development

Education

Bachelor's degree in Finance or Business

Job description

OCBC Bank Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build enduring relationships, identify opportunities, and collaborate with internal teams to provide integrated wealth management advice.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong investment product knowledge and excellent communication