Elite Wealth Relationship Manager

OCBC Malaysia; Kuala Lumpur; On-site; MYR 150,000 - 230,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development

Job summary

OCBC Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will identify opportunities, build long-term relationships, and collaborate with internal teams to present integrated solutions that meet client goals.

Ideal candidates will have 5+ years in private banking or wealth management, strong investment product knowledge, and excellent communication skills to grow and retain

Qualifications

• A degree in a relevant field such as finance or business.
• 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

Private banking

Wealth management

Portfolio reviews

Market updates

Business development

Education

Finance or business degree

Job description

OCBC Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will identify opportunities, build long-term relationships, and collaborate with internal teams to present integrated solutions that meet client goals.

Ideal candidates will have 5+ years in private banking or wealth management, strong investment product knowledge, and excellent communication skills to grow and retain