Elite Wealth Relationship Manager

OCBC company; Ampang Jaya Municipal Council; On-site; MYR 120,000 - 240,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager in Ampang to manage a portfolio of high net worth clients, offering tailored wealth management solutions and exceptional service.

You will collaborate with internal teams to deliver integrated investment products, conduct regular portfolio reviews, and pursue opportunities to expand the client base. A degree in finance or business and at least 5 years’ experience are required.

Qualifications

• 5+ years in private banking or wealth management.
• Bachelor’s degree in finance or business.
• Strong knowledge of investments and financial markets.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Build and maintain long-term client relationships.
• Collaborate with internal stakeholders to deliver integrated solutions.
• Conduct regular portfolio reviews and market updates.

Skills

Relationship building

Communication skills

Sales skills

Business development

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager in Ampang to manage a portfolio of high net worth clients, offering tailored wealth management solutions and exceptional service.

You will collaborate with internal teams to deliver integrated investment products, conduct regular portfolio reviews, and pursue opportunities to expand the client base. A degree in finance or business and at least 5 years’ experience are required.