Elite Wealth Relationship Architect

OCBC; Ipoh; On-site; MYR 80,000 - 100,000; Full time

Job summary

A leading regional bank in Ipoh is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients. Responsibilities include developing tailored financial solutions, maintaining long-term client relationships, and collaborating with internal teams. Ideal candidates will have a degree in finance or business, at least 5 years of experience in private banking, and strong communication skills. The position offers competitive salary and a range of flexible benefits.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• At least 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and financial markets.
• Ability to build strong relationships with high net worth individuals and families.

Responsibilities

• Manage a portfolio of high net worth clients, providing tailored financial solutions.
• Develop and maintain long-term relationships with clients.
• Collaborate with internal stakeholders to deliver integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue new business opportunities to grow the client base.

Skills

Client relationship management

Investment products knowledge

Communication skills

Business development

Education

Degree in finance or business

Job description

A leading regional bank in Ipoh is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients. Responsibilities include developing tailored financial solutions, maintaining long-term client relationships, and collaborating with internal teams. Ideal candidates will have a degree in finance or business, at least 5 years of experience in private banking, and strong communication skills. The position offers competitive salary and a range of flexible benefits.