Elite Private Wealth Relationship Manager

OCBC Malaysia; Segamat; On-site; MYR 140,000 - 220,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to lead a portfolio of high net worth clients, delivering tailored wealth solutions and proactive financial guidance. You will build lasting relationships, assess client needs, and coordinate multidisciplinary teams to meet complex investment objectives.

With at least 5 years in private banking or wealth management, you will demonstrate strong product knowledge, excellent communication, and a track record of growing client assets while

Qualifications

• 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.

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

Communication

Business development

Education

Degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to lead a portfolio of high net worth clients, delivering tailored wealth solutions and proactive financial guidance. You will build lasting relationships, assess client needs, and coordinate multidisciplinary teams to meet complex investment objectives.

With at least 5 years in private banking or wealth management, you will demonstrate strong product knowledge, excellent communication, and a track record of growing client assets while