Premier Private Banking Relationship Manager

OCBC company; George Town; On-site; MYR 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Job summary

OCBC Malaysia is recruiting a Premier Relationship Manager in Puchong. You will manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.

The role requires a minimum of 5 years in private banking or wealth management and a strong grasp of investment products. Join a leading financial services group and help clients achieve their financial goals with holistic solutions and proactive portfolio reviews.

Qualifications

• Degree in finance or business or equivalent required.
• Minimum 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and financial markets.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and growth opportunities.
• Collaborate with internal stakeholders to deliver integrated investment 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

Communication skills

Business development

Client advisory

Education

Degree in finance or business

Job description

OCBC Malaysia is recruiting a Premier Relationship Manager in Puchong. You will manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.

The role requires a minimum of 5 years in private banking or wealth management and a strong grasp of investment products. Join a leading financial services group and help clients achieve their financial goals with holistic solutions and proactive portfolio reviews.