Elite Wealth Relationship Manager

OCBC; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development

Equal opportunity

Wellbeing & growth

Job summary

OCBC is seeking a Premier Relationship Manager to build and manage long-term relationships with high net worth clients, delivering tailored financial solutions and exceptional service. You will collaborate across teams to provide integrated wealth management services and drive client growth.

The role requires a degree in finance or business, 5+ years of private banking or wealth management experience, and strong communication, sales and business development skills.

Qualifications

• Degree in finance or business.
• 5+ years private banking or wealth management experience.
• 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

HNW client care

Investment knowledge

Communication skills

Interpersonal skills

Business development

Sales skills

Education

Finance or Business degree

Job description

OCBC is seeking a Premier Relationship Manager to build and manage long-term relationships with high net worth clients, delivering tailored financial solutions and exceptional service. You will collaborate across teams to provide integrated wealth management services and drive client growth.

The role requires a degree in finance or business, 5+ years of private banking or wealth management experience, and strong communication, sales and business development skills.