Elite Private Wealth Relationship Lead

OCBC Malaysia; Klang City; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Holistic benefits

Community initiatives

Professional development opportunities

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high-net-worth clients, providing tailored financial solutions and exceptional service. You will develop and maintain strong client relationships, leveraging deep knowledge of wealth products to drive growth.

Collaborate with internal teams to deliver integrated financial solutions, conduct regular portfolio reviews, and stay informed on market developments to advise clients effectively.

Qualifications

• A degree in finance or business.
• At least 5 years in private banking or wealth management.
• Strong knowledge of investment products and markets.
• Excellent communication and interpersonal skills.
• Ability to build relationships with high-net-worth individuals and families.

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 financial solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue new business opportunities to grow the client base.

Skills

Relationship management

Private banking

Wealth management

Investment products knowledge

Communication skills

Sales skills

Education

Finance or Business degree

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high-net-worth clients, providing tailored financial solutions and exceptional service. You will develop and maintain strong client relationships, leveraging deep knowledge of wealth products to drive growth.

Collaborate with internal teams to deliver integrated financial solutions, conduct regular portfolio reviews, and stay informed on market developments to advise clients effectively.