Elite Wealth Relationship Manager

OCBC company; Seberang Perai; On-site; MYR 133,920 - 200,880; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development opportunities

Equal opportunity

Job summary

OCBC Malaysia seeks a Premier Relationship Manager in Bukit Mertajam to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will develop long-term client relationships, collaborate with internal teams, and conduct regular portfolio reviews with market updates.

You will identify new business opportunities to grow the client base in a dynamic wealth management environment.

Qualifications

• Degree in finance, business, or related field.
• 5+ years in private banking or wealth management.
• Strong investment knowledge and market awareness.
• Excellent communication and interpersonal skills.
• Proven ability to grow high net worth client base.
• Strong business development and sales capabilities.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and cross-sell services.
• Collaborate with internal teams to deliver integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue new business opportunities to grow the client base.

Skills

Relationship management

Client advisory

Sales skills

Wealth management

Communication skills

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia seeks a Premier Relationship Manager in Bukit Mertajam to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will develop long-term client relationships, collaborate with internal teams, and conduct regular portfolio reviews with market updates.

You will identify new business opportunities to grow the client base in a dynamic wealth management environment.