Premier Relationship Manager

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

Benefits offered by this job

Competitive base salary

Holistic and flexible benefits

Learning and professional development opportunities

Job summary

OCBC is looking for a Premier Relationship Manager to manage high net worth clients and provide tailored financial solutions. This role demands strong relationship management skills and a deep understanding of investment products.

As a manager, you will develop lasting relationships, conduct portfolio reviews, and identify new business opportunities. The position also offers a competitive salary and a suite of benefits.

Qualifications

• At least 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.
• Develop and maintain long-term client relationships.
• Collaborate with stakeholders for integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue new business opportunities.

Skills

Relationship management

Business development

Investment products knowledge

Communication skills

Interpersonal skills

Education

Degree in finance or business

Job description

Premier Relationship Manager

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. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Equal opportunity. Fair employment.