Premier Banking Affluent Client Relationship Manager

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

Job summary

A leading financial services company in Malaysia seeks a Premier Banking Affluent Client Relationship Manager to manage high net worth clients. In this role, you will provide tailored financial solutions, develop long-lasting relationships, and identify new business opportunities. The ideal candidate should have a finance or business degree and at least 5 years of experience in private banking or wealth management. A competitive salary and holistic benefits are offered.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• Minimum 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, providing tailored financial solutions.
• Develop and maintain long-term client relationships and provide value-added services.
• Collaborate with internal stakeholders to deliver integrated financial solutions.
• Conduct regular portfolio reviews and market updates for clients.
• Identify new business opportunities to grow the client base.

Skills

Relationship management

Financial advisory

Business development

Communication skills

Education

Degree in finance or business

Job description

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Premier Banking Affluent Client Relationship Management

Why Join

Imagine building long-lasting relationships with high net worth individuals and families, helping them achieve their financial goals and aspirations. As a Premier Banking Affluent Client Relationship Manager at OCBC, you’ll have the opportunity to work with a select group of clients, providing tailored financial solutions and exceptional service.

How You Succeed

It starts with understanding the unique needs and desires of each client. You’ll take a holistic approach to relationship management, identifying opportunities to provide value-added services and solutions that meet their individual needs. By building trust and delivering exceptional service, you’ll drive client loyalty and growth.

What You Do

• 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

Who You Are

• 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

What We Offer

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values.