Elite Wealth Relationship Architect

OCBC; Buntong; On-site; MYR 100,000 - 150,000; Full time

Job summary

A premier banking institution seeks a Premier Relationship Manager to manage high net worth clients and provide tailored financial solutions. The ideal candidate will have at least 5 years of experience in private banking, with strong communication and relationship management skills. You will drive client loyalty, identify growth opportunities, and collaborate with internal teams for integrated solutions. This role offers competitive salary and benefits, ensuring personal growth and wellbeing are prioritized.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• Bachelor's degree in finance or business required.
• Minimum of 5 years experience in private banking or wealth management.
• Strong ability to build relationships with high net worth individuals.

Responsibilities

• Manage a portfolio of high net worth clients.
• Identify opportunities to provide value-added services.
• Collaborate with stakeholders to deliver financial solutions.
• Conduct regular portfolio reviews for clients.
• Pursue new business opportunities to grow client base.

Skills

Relationship management

Financial advice

Business development

Communication skills

Understanding of investment products

Education

Degree in finance or business

Job description

A premier banking institution seeks a Premier Relationship Manager to manage high net worth clients and provide tailored financial solutions. The ideal candidate will have at least 5 years of experience in private banking, with strong communication and relationship management skills. You will drive client loyalty, identify growth opportunities, and collaborate with internal teams for integrated solutions. This role offers competitive salary and benefits, ensuring personal growth and wellbeing are prioritized.