Elite Wealth Relationship Manager

OCBC Malaysia; Petaling Jaya; On-site; MYR 150,000 - 230,000; Full time

Benefits offered by this job

Base salary

Flexible benefits

Community initiatives

Learning & development opportunities

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth clients, delivering tailored financial solutions and exceptional service.

You will build long-term relationships, conduct portfolio reviews, and collaborate with internal teams to provide integrated investment products and wealth management.

Candidates should hold a degree in finance or business and have 5+ years in private banking, with strong communication and sales skills.

Qualifications

• Degree in finance or business.
• Minimum 5 years in private banking or wealth management.
• Strong understanding of investment products and markets.
• Excellent communication and interpersonal 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

Sales skills

Financial markets knowledge

Education

Degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth clients, delivering tailored financial solutions and exceptional service.

You will build long-term relationships, conduct portfolio reviews, and collaborate with internal teams to provide integrated investment products and wealth management.

Candidates should hold a degree in finance or business and have 5+ years in private banking, with strong communication and sales skills.