Elite Wealth Relationship Manager

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

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to build and nurture long-term relationships with high net worth individuals and families. You will deliver tailored financial solutions and exceptional service, manage investment portfolios, and collaborate across teams to grow the client base.

The role requires a degree in finance or business and at least 5 years of private banking or wealth management experience, with strong communication and sales abilities to drive growth and client

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

High net worth clients

Business development

Sales skills

Financial markets knowledge

Education

Finance or Business degree

Experience in private banking or wealth management

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to build and nurture long-term relationships with high net worth individuals and families. You will deliver tailored financial solutions and exceptional service, manage investment portfolios, and collaborate across teams to grow the client base.

The role requires a degree in finance or business and at least 5 years of private banking or wealth management experience, with strong communication and sales abilities to drive growth and client