Elite Relationship Manager – Private Banking for HNW

OCBC; Kajang; On-site; MYR 120,000 - 190,000; Full time

Job summary

OCBC seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and expert investment guidance. The role focuses on building long-term client relationships and collaborating with internal teams to provide integrated wealth management services.

The ideal candidate has 5+ years in private banking or wealth management, strong investment knowledge, and excellent communication skills to drive client growth and satisfaction.

Qualifications

• A degree in a relevant field, such as finance or business.
• 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 strong 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 mgmt

Sales skills

Communication

Investment knowledge

Networking

Education

Bachelor's degree in finance or business

Job description

OCBC seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and expert investment guidance. The role focuses on building long-term client relationships and collaborating with internal teams to provide integrated wealth management services.

The ideal candidate has 5+ years in private banking or wealth management, strong investment knowledge, and excellent communication skills to drive client growth and satisfaction.