Elite Wealth Relationship Manager

OCBC company; Kuala Lumpur; On-site; MYR 120,000 - 210,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager for the Kuala Lumpur main office. You will manage a portfolio of high net worth clients, delivering tailored financial advice and solutions and building lasting relationships to grow the client base.

The role requires strong communication, sales acumen, and a deep understanding of investment products and markets, with a focus on delivering exceptional service in a private banking setting.

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

Communication skills

Sales skills

Education

Degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager for the Kuala Lumpur main office. You will manage a portfolio of high net worth clients, delivering tailored financial advice and solutions and building lasting relationships to grow the client base.

The role requires strong communication, sales acumen, and a deep understanding of investment products and markets, with a focus on delivering exceptional service in a private banking setting.