Elite Wealth Relationship Manager

OCBC

Kuantan

On-site

MYR 180,000 - 300,000

Full time

14 days+

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Benefits offered by this job

Base salary

Holistic benefits

Community initiatives

L&D opportunities

Equal opportunity

Fair employment

Culture fit

Wellbeing & growth

Job summary

OCBC is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You’ll build long-term relationships, identify opportunities for value-added services, and collaborate with internal teams to provide integrated wealth-management solutions.

A degree in finance or business and 5+ years in private banking or wealth management are preferred.

Qualifications

Bachelor’s or higher degree in finance, business, or related field.
Minimum 5 years of experience in private banking or wealth management.
Strong knowledge of investment products and financial markets.
Excellent communication and interpersonal skills.
Ability to build strong relationships with high net worth individuals and families.

Responsibilities

Manage a portfolio of high net worth clients, providing tailored financial solutions and advice.
Develop and maintain long-term client relationships, 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 client base.