Elite Wealth Relationship Manager

OCBC company; Kuching; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Career progression

Job summary

OCBC Bank Malaysia in Kuching is seeking a Premier Relationship Manager to build and manage long-term relationships with high net worth clients. You will tailor financial solutions and provide exceptional service to help clients achieve their financial goals.

The role requires a degree in finance or business and at least five years in private banking or wealth management, with strong investment knowledge and excellent communication.

Qualifications

• A degree in finance or business.
• At least 5 years in private banking or wealth management.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Ability to build 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

Client acquisition

Communication

Sales

Education

Bachelor's degree in Finance or Business

Job description

OCBC Bank Malaysia in Kuching is seeking a Premier Relationship Manager to build and manage long-term relationships with high net worth clients. You will tailor financial solutions and provide exceptional service to help clients achieve their financial goals.

The role requires a degree in finance or business and at least five years in private banking or wealth management, with strong investment knowledge and excellent communication.