Elite Private Wealth Relationship Manager

OCBC company; Malaysia; On-site; MYR 383,000 - 479,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Community initiatives

Industry-leading learning & growth

Job summary

OCBC Bank seeks a Premier Banking Affluent Client Relationship Manager to lead a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.

You will build long-term relationships, identify opportunities, and collaborate with internal partners to provide integrated wealth management strategies. The role demands a deep understanding of investments and strong sales skills. OCBC offers career development and a collaborative, client-centric environment.

Qualifications

• Degree in finance, business or related field as stated.
• Minimum 5 years in private banking or wealth management.
• Strong knowledge of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Ability to build and maintain relationships with high net worth clients.
• Strong business development and sales capabilities.

Responsibilities

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

Portfolio management

Relationship building

Communication skills

Understanding of investment products

Business development / sales

Education

Bachelor's degree in finance or business

Job description

OCBC Bank seeks a Premier Banking Affluent Client Relationship Manager to lead a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.

You will build long-term relationships, identify opportunities, and collaborate with internal partners to provide integrated wealth management strategies. The role demands a deep understanding of investments and strong sales skills. OCBC offers career development and a collaborative, client-centric environment.