Elite Relationship Manager – High Net Worth Banking

OCBC company; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager in Cheras to oversee a portfolio of high net worth clients and deliver tailored wealth solutions. You will liaise with internal teams to provide comprehensive advisory services and maintain ongoing client engagement to drive growth.

The role requires a strong background in private banking or wealth management, with excellent communication and a proven ability to build long-term relationships with affluent clients in Malaysia.

Qualifications

• 5+ years in private banking or wealth management.
• Strong knowledge of investment products and markets.
• Excellent communication and interpersonal skills.
• Ability to build long-term relationships with high net worth clients.

Responsibilities

• Manage a portfolio of high net worth clients, delivering tailored financial solutions and advice.
• Develop and maintain long-term client relationships, identifying opportunities for value-added services.
• Collaborate with internal teams to deliver integrated wealth management solutions.
• Conduct regular portfolio reviews and provide market updates to clients.

Skills

Relationship management

Client advisory

High net worth engagement

Sales & business development

Communication

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager in Cheras to oversee a portfolio of high net worth clients and deliver tailored wealth solutions. You will liaise with internal teams to provide comprehensive advisory services and maintain ongoing client engagement to drive growth.

The role requires a strong background in private banking or wealth management, with excellent communication and a proven ability to build long-term relationships with affluent clients in Malaysia.