Elite Wealth Relationship Manager

OCBC Group

Seberang Perai

On-site

MYR 90,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning & development

Equal opportunity

Job summary

OCBC Group in Bukit Mertajam is seeking a Premier Relationship Manager to build lasting relationships with high net worth individuals and families, delivering tailored financial solutions and exceptional service. You will oversee a portfolio of affluent clients, identify opportunities, collaborate with internal teams, and conduct regular reviews with timely market updates.

The ideal candidate holds a finance/business degree, with 5+ years in private banking or wealth management, strong

Qualifications

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

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.