Elite Wealth Relationship Manager

OCBC Malaysia; Malaysia; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Professional development opportunities

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to lead client engagements with high net worth individuals and families, delivering tailored financial solutions and exemplary service. You will manage portfolios, review performance, and identify opportunities to expand the client base in a dynamic market.

You will collaborate with internal teams to deliver integrated wealth management solutions, stay updated on market conditions, and drive growth while upholding OCBC’s standards of

Qualifications

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

Investment products

Communication skills

Business development

Sales skills

Education

Finance/Business degree

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to lead client engagements with high net worth individuals and families, delivering tailored financial solutions and exemplary service. You will manage portfolios, review performance, and identify opportunities to expand the client base in a dynamic market.

You will collaborate with internal teams to deliver integrated wealth management solutions, stay updated on market conditions, and drive growth while upholding OCBC’s standards of