Elite Private Banking RM for High-Net-Worth Clients

OCBC Group; Subang Jaya; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and development opportunities

Job summary

OCBC Malaysia in Subang Jaya is seeking a Premier Relationship Manager to serve high-net-worth clients with tailored financial solutions. You will manage portfolios, build lasting relationships, and deliver exceptional service.

The role emphasises holistic wealth management, collaboration with internal teams, regular portfolio reviews, and ongoing market updates to clients. A degree in finance or business and 5+ years in private banking or wealth management are expected.

Qualifications

• Bachelor's degree in finance, business or related field.
• 5+ years in private banking or wealth management.
• Strong understanding of investment products and markets.
• Excellent communication and interpersonal skills.
• Ability to build strong relationships with high net worth clients.

Responsibilities

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

Skills

Client relationship

Wealth management

Investment knowledge

Communication skills

Sales discipline

Education

Finance or Business degree

Job description

OCBC Malaysia in Subang Jaya is seeking a Premier Relationship Manager to serve high-net-worth clients with tailored financial solutions. You will manage portfolios, build lasting relationships, and deliver exceptional service.

The role emphasises holistic wealth management, collaboration with internal teams, regular portfolio reviews, and ongoing market updates to clients. A degree in finance or business and 5+ years in private banking or wealth management are expected.