Elite Wealth Relationship Manager (Premier)

OCBC Group

Muar

On-site

MYR 100,000 - 180,000

Full time

14 days+
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Benefits offered by this job

Competitive base salary
Learning opportunities
Community initiatives
Equal opportunity

Job summary

OCBC Group in Muar, Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and provide tailored financial solutions. You will build lasting relationships and deliver value-added advisory services to affluent individuals and families.

Applicants should hold a degree in finance or business and have at least 5 years in private banking or wealth management, with strong knowledge of investment products, excellent communication, and proven business

Qualifications

  • Degree in finance or business required.
  • Minimum 5 years in private banking or wealth management.
  • Strong knowledge of investment products and financial markets.
  • Excellent communication and interpersonal skills.
  • Ability to build strong relationships with high net worth clients and families.

Responsibilities

  • Manage a portfolio of high net worth clients with tailored financial solutions.
  • Develop and maintain long-term client relationships to grow the client base.
  • 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 management
Wealth management
Portfolio reviews
Client communication
Business development
Sales skills

Education

Bachelor's degree in finance or business

Job description

OCBC Group in Muar, Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and provide tailored financial solutions. You will build lasting relationships and deliver value-added advisory services to affluent individuals and families.

Applicants should hold a degree in finance or business and have at least 5 years in private banking or wealth management, with strong knowledge of investment products, excellent communication, and proven business

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