Elite Wealth Relationship Manager (HNW Private Banking)

OCBC Malaysia; Malaysia; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Learning & development opportunities

Employee benefits

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to service a portfolio of high-net-worth clients with tailored financial solutions. The role emphasizes deep relationship management and proactive wealth advisory within a private banking context.

You will collaborate with internal stakeholders to deliver integrated solutions, conduct regular portfolio reviews, and pursue opportunities to grow the client base in a dynamic market.

Qualifications

• Degree in finance or business.
• Minimum 5 years in private banking or wealth management.
• Strong knowledge of investment products and markets.
• Excellent communication and relationship-building skills.
• Ability to develop business with high net worth clients.

Responsibilities

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

Skills

Client relationship

Sales skills

Communication

Networking

Financial markets

Education

Finance/Business degree

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to service a portfolio of high-net-worth clients with tailored financial solutions. The role emphasizes deep relationship management and proactive wealth advisory within a private banking context.

You will collaborate with internal stakeholders to deliver integrated solutions, conduct regular portfolio reviews, and pursue opportunities to grow the client base in a dynamic market.