Elite Wealth Relationship Manager — Premier Banking

OCBC; Muar; Vor Ort; MYR 384.000 - 575.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Holistic benefits

Community initiatives

Industry-leading learning and growth

Zusammenfassung

OCBC is seeking a Premier Banking Affluent Client Relationship Manager to build and manage relationships with high net worth individuals and families, delivering tailored financial solutions and exceptional service.

You will work with a select group of clients, providing comprehensive wealth management guidance, and identifying opportunities to deliver value-added services. Strong communication and business development skills are essential.

Qualifikationen

• Degree in finance, business or equivalent.
• 5+ years in private banking/wealth management recommended.
• Strong knowledge of investment products and markets.

Aufgaben

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and identify 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.

Kenntnisse

Relationship management

Wealth management

Investment products

Sales skills

Communication

Ausbildung

Finance / Business degree

Jobbeschreibung

OCBC is seeking a Premier Banking Affluent Client Relationship Manager to build and manage relationships with high net worth individuals and families, delivering tailored financial solutions and exceptional service.

You will work with a select group of clients, providing comprehensive wealth management guidance, and identifying opportunities to deliver value-added services. Strong communication and business development skills are essential.