Elite Wealth Relationship Manager

OCBC company; Malacca City; On-site; MYR 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Professional development opportunities

Job summary

OCBC Malaysia in Melaka seeks a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build enduring client relationships, collaborate with internal stakeholders, and provide insightful market updates to drive growth.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong communication and sales skills to serve affluent clients.

Qualifications

• A degree in finance or business is required.
• Minimum 5 years in private banking or wealth management.
• Strong client relationship and sales capabilities.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and identify value-added services.
• Collaborate with internal teams to deliver integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue new business opportunities to grow the client base.

Skills

Relationship management

High net worth clients

Wealth management

Communication skills

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia in Melaka seeks a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build enduring client relationships, collaborate with internal stakeholders, and provide insightful market updates to drive growth.

The role requires a degree in finance or business and at least 5 years in private banking or wealth management, with strong communication and sales skills to serve affluent clients.