Elite Wealth Relationship Strategist

OCBC company; Klang City; On-site; MYR 120,000 - 210,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development

Job summary

OCBC Malaysia in Klang is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term client relationships, collaborate with internal teams, and provide ongoing market updates to help clients achieve their goals.

The role requires a minimum of 5 years in private banking or wealth management, a finance or business degree, and strong communication skills.

Qualifications

• Minimum 5 years of experience in private banking or wealth management.
• Degree in finance or business.
• Strong communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high net worth clients and provide tailored financial solutions.
• Develop and maintain long-term client relationships and identify value-added services.
• Collaborate with internal teams 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

Private banking

Sales skills

Communication

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia in Klang is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term client relationships, collaborate with internal teams, and provide ongoing market updates to help clients achieve their goals.

The role requires a minimum of 5 years in private banking or wealth management, a finance or business degree, and strong communication skills.