Elite Wealth Relationship Manager

OCBC company; Ipoh; On-site; MYR 80,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Industry-leading learning and development

Job summary

OCBC company in Ipoh, Malaysia is seeking a Premier Relationship Manager to manage and develop relationships with high net worth clients. In this role, you will provide tailored financial solutions and drive client loyalty through exceptional service.

The ideal candidate will have at least 5 years of experience in private banking or wealth management, a degree in finance or business, and strong communication skills. A competitive salary and development opportunities are offered.

Qualifications

• Minimum 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.

Responsibilities

• Manage a portfolio of high net worth clients.
• Develop and maintain long-term client relationships.
• Collaborate with internal stakeholders for integrated solutions.
• Conduct regular portfolio reviews and market updates.
• Identify and pursue new business opportunities.

Skills

Communication Skills

Interpersonal Skills

Business Development

Understanding of Investment Products

Sales Skills

Education

Degree in Finance or Business

Job description

OCBC company in Ipoh, Malaysia is seeking a Premier Relationship Manager to manage and develop relationships with high net worth clients. In this role, you will provide tailored financial solutions and drive client loyalty through exceptional service.

The ideal candidate will have at least 5 years of experience in private banking or wealth management, a degree in finance or business, and strong communication skills. A competitive salary and development opportunities are offered.