Elite Wealth Relationship Manager – Private Banking

OCBC; Bukit Kepong; On-site; MYR 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Holistic and flexible benefits

Learning and professional development opportunities

Job summary

OCBC is looking for a Premier Relationship Manager to manage high net worth clients and provide tailored financial solutions. This role demands strong relationship management skills and a deep understanding of investment products.

As a manager, you will develop lasting relationships, conduct portfolio reviews, and identify new business opportunities. The position also offers a competitive salary and a suite of benefits.

Qualifications

• At least 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and financial markets.
• Ability to build strong relationships with high net worth individuals.

Responsibilities

• Manage a portfolio of high net worth clients.
• Develop and maintain long-term client relationships.
• Collaborate with stakeholders for integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue new business opportunities.

Skills

Relationship management

Business development

Investment products knowledge

Communication skills

Interpersonal skills

Education

Degree in finance or business

Job description

OCBC is looking for a Premier Relationship Manager to manage high net worth clients and provide tailored financial solutions. This role demands strong relationship management skills and a deep understanding of investment products.

As a manager, you will develop lasting relationships, conduct portfolio reviews, and identify new business opportunities. The position also offers a competitive salary and a suite of benefits.