Elite Private Banking Relationship Manager

OCBC Malaysia; Teluk Intan; On-site; MYR 120,000 - 200,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Professional development

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage portfolios of high net worth clients and deliver tailored wealth management solutions. You will build and maintain long-term client relationships, and collaborate with internal teams to provide integrated financial services.

The role requires a minimum of 5 years in private banking or wealth management, deep knowledge of investment products, and excellent communication and interpersonal skills to grow the client base.

Qualifications

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

Sales skills

Financial product knowledge

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage portfolios of high net worth clients and deliver tailored wealth management solutions. You will build and maintain long-term client relationships, and collaborate with internal teams to provide integrated financial services.

The role requires a minimum of 5 years in private banking or wealth management, deep knowledge of investment products, and excellent communication and interpersonal skills to grow the client base.