Elite Wealth Relationship Manager

OCBC; Muar; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Learning & development opportunities

Equal opportunity

Job summary

OCBC is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build long‑lasting relationships, identify opportunities for value-added services, and work with internal teams to provide integrated wealth management solutions.

The ideal candidate has a degree in finance or business, 5+ years in private banking or wealth management, strong investment knowledge, and excellent communication

Qualifications

• Degree in finance, business or related field.
• 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 clients.

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 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

Business development

Communication

Client advisory

Networking high net worth

Education

Finance or business degree

Job description

OCBC is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build long‑lasting relationships, identify opportunities for value-added services, and work with internal teams to provide integrated wealth management solutions.

The ideal candidate has a degree in finance or business, 5+ years in private banking or wealth management, strong investment knowledge, and excellent communication