Elite Wealth Relationship Manager

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

Job summary

OCBC Malaysia is seeking 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 and provide ongoing market updates and insights to clients.

The role requires a strong background in private banking or wealth management, excellent communication, and proven business development and sales skills to grow the client base and collaborate with internal stakeholders.

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

Business development

Education

Bachelor’s degree in finance or business

Job description

OCBC Malaysia is seeking 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 and provide ongoing market updates and insights to clients.

The role requires a strong background in private banking or wealth management, excellent communication, and proven business development and sales skills to grow the client base and collaborate with internal stakeholders.