Elite Wealth Relationship Manager

OCBC company; Batu Pahat; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Industry-leading learning

Job summary

OCBC Malaysia in Batu Pahat seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build long-term relationships, work with internal partners to provide integrated wealth management, and regularly review portfolios with market updates.

The role requires a degree in finance or business and at least 5 years of private banking or wealth management experience, with strong communication and sales

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 building

Communication

Interpersonal skills

Sales skills

Business development

Education

Degree in finance or business

Job description

OCBC Malaysia in Batu Pahat seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build long-term relationships, work with internal partners to provide integrated wealth management, and regularly review portfolios with market updates.

The role requires a degree in finance or business and at least 5 years of private banking or wealth management experience, with strong communication and sales