Elite Private Wealth Relationship Manager

OCBC Malaysia; Seremban; On-site; MYR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development

Equal opportunity

Wellbeing initiatives

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to build and manage relationships with high net worth individuals and families. You will deliver tailored financial solutions, perform portfolio reviews, and stay ahead of market developments to safeguard client interests.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong communication and sales capabilities to grow the client base.

Qualifications

• A degree in finance or business and relevant certifications are preferred.
• Minimum of 5 years in private banking or wealth management.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills 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 and identify opportunities.
• Collaborate with internal stakeholders to deliver integrated solutions.
• Conduct regular portfolio reviews and provide market updates.
• Grow the client base through proactive business development.

Skills

Relationship building

Communication skills

Sales skills

Financial markets knowledge

Private banking experience

Education

Degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to build and manage relationships with high net worth individuals and families. You will deliver tailored financial solutions, perform portfolio reviews, and stay ahead of market developments to safeguard client interests.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong communication and sales capabilities to grow the client base.