Elite Wealth Relationship Manager

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

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning & development opportunities

Equal opportunity

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager for Seremban to build and maintain relationships with high-net-worth clients. You will provide tailored financial solutions, conduct periodic reviews and deliver integrated investment strategies to help clients achieve their goals.

Ideal candidates hold a degree in finance or business with at least 5 years in private banking or wealth management, and possess strong communication and sales capabilities to grow the client base in a dynamic

Qualifications

• A degree in finance or business is required.
• 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.
• Proven ability to build relationships with high net worth clients.

Responsibilities

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

Skills

Investment products

Communication skills

Interpersonal skills

Business development

Sales skills

Education

Degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager for Seremban to build and maintain relationships with high-net-worth clients. You will provide tailored financial solutions, conduct periodic reviews and deliver integrated investment strategies to help clients achieve their goals.

Ideal candidates hold a degree in finance or business with at least 5 years in private banking or wealth management, and possess strong communication and sales capabilities to grow the client base in a dynamic