Elite Wealth Relationship Manager

OCBC Malaysia; Alor Setar; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to lead relationships with high-net-worth clients in Malaysia. You will tailor financial solutions, manage portfolios, and deliver exceptional service to help clients achieve their financial goals.

The ideal candidate has a degree in finance or business, 5+ years in private banking or wealth management, and strong communication and sales skills. You will collaborate with internal partners to provide integrated solutions and grow the client

Qualifications

• Bachelor's degree in finance or business is required.
• 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 management

Communication skills

Business development

Sales skills

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to lead relationships with high-net-worth clients in Malaysia. You will tailor financial solutions, manage portfolios, and deliver exceptional service to help clients achieve their financial goals.

The ideal candidate has a degree in finance or business, 5+ years in private banking or wealth management, and strong communication and sales skills. You will collaborate with internal partners to provide integrated solutions and grow the client