Elite Wealth Relationship Manager

OCBC company

Kepong

On-site

MYR 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

OCBC company in Kuala Lumpur seeks a Premier Relationship Manager to manage high net worth clients, offering tailored financial solutions. The role involves relationship management, collaboration with stakeholders, and conducting portfolio reviews.

Ideal candidates will have a degree in finance or business, at least 5 years of experience in private banking, strong communication skills, and a proven ability to build relationships.

At OCBC, we offer competitive salaries and a range of holistic benefits to support your career growth.

Qualifications

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.

Responsibilities

Manage a portfolio of high net worth clients, providing tailored financial solutions.
Develop and maintain long-term relationships with clients.
Collaborate with internal stakeholders to deliver integrated financial solutions.
Conduct regular portfolio reviews and provide market updates.
Identify and pursue new business opportunities.

Skills

Relationship management

Business development

Communication

Sales skills

Investment products knowledge

Education

Degree in finance or business

Job description

Ideal candidates will have a degree in finance or business, at least 5 years of experience in private banking, strong communication skills, and a proven ability to build relationships.

At OCBC, we offer competitive salaries and a range of holistic benefits to support your career growth.

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