Elite Private Banking Relationship Manager

OCBC; Subang Jaya; On-site; MYR 382,000 - 573,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning & development

Equal opportunity

Fair employment

Culture and values fit

Job summary

OCBC is seeking a Premier Relationship Manager to manage high net worth client portfolios and deliver tailored financial solutions. You will build strong, lasting relationships with affluent clients, provide market insights, and collaborate with internal teams to offer integrated wealth management services.

The role requires a degree in finance or business, plus 5+ years in private banking or wealth management, with excellent communication and sales skills.

Qualifications

• A degree in finance or business.
• Minimum 5 years of experience in private banking or wealth management.
• Strong understanding 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 building

Communication skills

Business development

Sales experience

Investment knowledge

Education

Bachelor's degree in finance or business

Job description

OCBC is seeking a Premier Relationship Manager to manage high net worth client portfolios and deliver tailored financial solutions. You will build strong, lasting relationships with affluent clients, provide market insights, and collaborate with internal teams to offer integrated wealth management services.

The role requires a degree in finance or business, plus 5+ years in private banking or wealth management, with excellent communication and sales skills.