Elite Wealth Relationship Manager

OCBC Group; Teluk Intan; On-site; MYR 100,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Professional development opportunities

Community initiatives

Job summary

OCBC Malaysia in Teluk Intan is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.

The role requires a degree in finance or business and at least 5 years of private banking or wealth management experience, with strong investment knowledge and relationship-building skills. Join a bank focused on sustainable growth and client-centric services.

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, 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

Communication skills

Interpersonal skills

Business development

Sales skills

Relationship building

Investment knowledge

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia in Teluk Intan is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.

The role requires a degree in finance or business and at least 5 years of private banking or wealth management experience, with strong investment knowledge and relationship-building skills. Join a bank focused on sustainable growth and client-centric services.