Elite Wealth Relationship Manager

OCBC Malaysia; Malacca City; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Learning & development

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage a high net worth client portfolio and deliver tailored financial solutions. You will develop long-term relationships, work with internal stakeholders, and provide market updates to clients.

The role requires a degree in finance or business, 5+ years in private banking or wealth management, and strong investment knowledge, communication, and sales skills to grow the client base.

Qualifications

• A degree in finance or business, with strong client service orientation.
• Experience in private banking or wealth management preferred.
• Solid knowledge of investment products and markets.
• Excellent communication and interpersonal skills.
• Ability to build long-term relationships with high-net-worth clients.
• Strong business development and sales capabilities.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term relationships, spotting value-added opportunities.
• Collaborate with internal teams to deliver integrated wealth 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 experience

Business development

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage a high net worth client portfolio and deliver tailored financial solutions. You will develop long-term relationships, work with internal stakeholders, and provide market updates to clients.

The role requires a degree in finance or business, 5+ years in private banking or wealth management, and strong investment knowledge, communication, and sales skills to grow the client base.