Elite Wealth Relationship Manager for High Net Worth Clients

OCBC Group; Johor; On-site; MYR 120,000 - 180,000; Full time

Job summary

OCBC Malaysia in Kulaijaya 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 manage portfolios, collaborate with internal teams, conduct regular reviews, and identify opportunities to grow the client base.

A finance or business degree and 5+ years in private banking or wealth management are required.

Qualifications

• A degree in 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 relationships with high net worth individuals and families.

Responsibilities

• Manage a portfolio of high net worth clients with 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

Relationship mgmt

Sales skills

Communication

Interpersonal skills

Networking

Education

Finance or Business degree

Job description

OCBC Malaysia in Kulaijaya 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 manage portfolios, collaborate with internal teams, conduct regular reviews, and identify opportunities to grow the client base.

A finance or business degree and 5+ years in private banking or wealth management are required.