Elite Wealth Relationship Manager

OCBC; Ampang Jaya; On-site; MYR 379,000 - 569,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Professional development

Equal opportunity

Fair employment

Wellbeing support

Job summary

OCBC invites you to join as a Premier Banking Affluent Client Relationship Manager, where you will build long‑lasting relationships with high net worth individuals, delivering tailored financial solutions and exceptional service.

You will understand client goals, conduct portfolio reviews, and collaborate with internal teams to grow the client base while upholding the bank's standards of integrity and client care.

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 management

Wealth management

Investment products

Communication skills

Interpersonal skills

Education

Finance or Business degree

Job description

OCBC invites you to join as a Premier Banking Affluent Client Relationship Manager, where you will build long‑lasting relationships with high net worth individuals, delivering tailored financial solutions and exceptional service.

You will understand client goals, conduct portfolio reviews, and collaborate with internal teams to grow the client base while upholding the bank's standards of integrity and client care.