Elite Wealth Relationship Manager

OCBC Malaysia; Pulau Mertajam; On-site; MYR 120,000 - 210,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning and development opportunities

Job summary

OCBC Malaysia seeks a Premier Relationship Manager to manage portfolios of high net worth clients and deliver tailored wealth management solutions. You will build long-term relationships, provide market updates, and collaborate with internal teams to meet client needs.

The role requires extensive experience in private banking or wealth management, strong communication skills, and a client-centric approach in a dynamic financial services environment.

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 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

Communication skills

Interpersonal skills

Business development

Sales skills

Relationship management

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia seeks a Premier Relationship Manager to manage portfolios of high net worth clients and deliver tailored wealth management solutions. You will build long-term relationships, provide market updates, and collaborate with internal teams to meet client needs.

The role requires extensive experience in private banking or wealth management, strong communication skills, and a client-centric approach in a dynamic financial services environment.