Premier Private Banking Relationship Manager

OCBC Group; Kuala Lumpur; On-site; MYR 140,000 - 210,000; Full time

Job summary

OCBC Malaysia in Bangsar, Kuala Lumpur, is seeking a Premier Relationship Manager to build long-term relationships with high net worth individuals and families, delivering tailored financial solutions and exceptional service.

You will manage a portfolio, identify opportunities, collaborate with internal teams, and conduct regular reviews to keep clients informed of market developments.

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 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 financial solutions.
• Conduct regular portfolio reviews and provide market updates to clients.
• Identify and pursue new business opportunities to expand the client base.

Skills

Relationship management

Communication skills

Client focus

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia in Bangsar, Kuala Lumpur, is seeking a Premier Relationship Manager to build long-term relationships with high net worth individuals and families, delivering tailored financial solutions and exceptional service.

You will manage a portfolio, identify opportunities, collaborate with internal teams, and conduct regular reviews to keep clients informed of market developments.