Elite Private Wealth Relationship Manager

OCBC Group; Klang City; On-site; MYR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Professional development opportunities

Job summary

OCBC Bank in Klang is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and expert guidance. You will develop long-term client relationships, collaborate with internal stakeholders to provide integrated solutions, and conduct regular portfolio reviews with market updates.

The role emphasizes strong business development and sales to expand the client base.

Qualifications

• A degree in finance or business is required.
• 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 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 management

Private banking

Investment products

Communication skills

Business development

Sales skills

Education

Finance or Business degree

Job description

OCBC Bank in Klang is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and expert guidance. You will develop long-term client relationships, collaborate with internal stakeholders to provide integrated solutions, and conduct regular portfolio reviews with market updates.

The role emphasizes strong business development and sales to expand the client base.