Elite Private Banking Relationship Manager

OCBC Malaysia; West Coast Division; On-site; MYR 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community programs

Professional development

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. The role focuses on building lasting relationships, identifying opportunities, and collaborating with internal teams to provide integrated wealth management services.

The ideal candidate has a degree in finance or business, at least 5 years in private banking, strong investment knowledge, and excellent communication skills to

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

Client relationship management

Communication skills

Business development

Interpersonal skills

Wealth management knowledge

Education

Bachelor’s degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. The role focuses on building lasting relationships, identifying opportunities, and collaborating with internal teams to provide integrated wealth management services.

The ideal candidate has a degree in finance or business, at least 5 years in private banking, strong investment knowledge, and excellent communication skills to