Onsite Elite Wealth Relationship Manager

OCBC company; Teluk Intan; On-site; MYR 150,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development opportunities

Equal opportunity

Fair employment

Job summary

OCBC Malaysia in Teluk Intan is seeking a Premier Relationship Manager to service high net worth clients with tailored financial solutions and proactive wealth management guidance. You'll manage a diversified client portfolio, collaborate with internal experts, conduct periodic reviews, and identify opportunities to grow the client base while upholding the highest standards of service and integrity.

The position requires a degree in finance or business and 5+ years in private banking or wealth

Qualifications

• A degree in a relevant field, such as finance or business.
• At least 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Ability to build strong relationships with high net worth individuals and families.
• Strong business development and sales skills.

Responsibilities

• Manage a portfolio of high net worth clients, providing tailored financial solutions and advice
• Develop and maintain long-term relationships with clients, identifying 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

Skills

Relationship management

Client service

Sales

Education

Finance or Business degree

Job description

OCBC Malaysia in Teluk Intan is seeking a Premier Relationship Manager to service high net worth clients with tailored financial solutions and proactive wealth management guidance. You'll manage a diversified client portfolio, collaborate with internal experts, conduct periodic reviews, and identify opportunities to grow the client base while upholding the highest standards of service and integrity.

The position requires a degree in finance or business and 5+ years in private banking or wealth