Elite Wealth Relationship Manager

OCBC; Muar; On-site; MYR 180,000 - 320,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Learning and professional development

Job summary

OCBC Malaysia is seeking an experienced Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build and maintain long-term relationships, collaborate with stakeholders, and drive growth through value-added services.

The role requires a degree in finance or business, at least 5 years in private banking or wealth management, and strong investment product knowledge.

Qualifications

• Degree in finance or business.
• 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

Communication skills

Sales skills

Networking

Education

Finance or Business degree

Job description

OCBC Malaysia is seeking an experienced Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build and maintain long-term relationships, collaborate with stakeholders, and drive growth through value-added services.

The role requires a degree in finance or business, at least 5 years in private banking or wealth management, and strong investment product knowledge.