Elite Wealth Relationship Manager

OCBC Bank (Malaysia) Berhad; Muar; On-site; MYR 90,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits and learning support

Job summary

OCBC Bank (Malaysia) Berhad invites applications for a Premier Banking Affluent Client Relationship Manager role. You will manage a portfolio of high net worth clients, offering tailored financial solutions and comprehensive investment guidance, while nurturing long-term relationships and driving client growth.

The position requires a degree in finance or business, at least 5 years in private banking, and strong communication and sales capabilities to serve distinguished clients effectively.

Qualifications

• Bachelor's degree in finance or business
• 5+ years in private banking or wealth management
• Strong understanding of investment products and 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

Sales skills

Communication

Education

Bachelor's degree in finance or business

Job description

OCBC Bank (Malaysia) Berhad invites applications for a Premier Banking Affluent Client Relationship Manager role. You will manage a portfolio of high net worth clients, offering tailored financial solutions and comprehensive investment guidance, while nurturing long-term relationships and driving client growth.

The position requires a degree in finance or business, at least 5 years in private banking, and strong communication and sales capabilities to serve distinguished clients effectively.