Premier Private Banking Relationship Manager

OCBC Group; George Town; Vor Ort; MYR 120.000 - 180.000; Vollzeit

Zusammenfassung

OCBC Group in Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build long-term relationships, collaborate with internal teams, and provide market updates and strategic guidance.

The ideal candidate holds a degree in finance or business, with at least 5 years in private banking or wealth management, strong investment product knowledge, and outstanding communication skills.

Qualifikationen

• Degree in finance or business or equivalent.
• Minimum 5 years in private banking or wealth management.
• Strong investment product knowledge and market awareness.
• Excellent communication and interpersonal abilities.

Aufgaben

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

Client relationship management

Sales acumen

Communication skills

Business development

Wealth management knowledge

Ausbildung

Bachelor's degree in Finance or Business

Jobbeschreibung

OCBC Group in Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build long-term relationships, collaborate with internal teams, and provide market updates and strategic guidance.

The ideal candidate holds a degree in finance or business, with at least 5 years in private banking or wealth management, strong investment product knowledge, and outstanding communication skills.