Elite Wealth Relationship Manager

OCBC company; Petaling Jaya; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Professional development opportunities

Equal opportunity

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager for Petaling Jaya to build lasting relationships with high net worth clients and provide tailored financial solutions. The role focuses on private banking excellence, portfolio reviews, and proactive market updates.

You will collaborate with internal teams to deliver integrated wealth solutions, pursue new business opportunities, and drive client loyalty. A relevant degree and 5+ years in wealth management are preferred.

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 building

Communication skills

Sales skills

Client management

Investment awareness

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager for Petaling Jaya to build lasting relationships with high net worth clients and provide tailored financial solutions. The role focuses on private banking excellence, portfolio reviews, and proactive market updates.

You will collaborate with internal teams to deliver integrated wealth solutions, pursue new business opportunities, and drive client loyalty. A relevant degree and 5+ years in wealth management are preferred.