Premier Relationship Manager
OCBC Bank (Malaysia) Berhad
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Benefits offered by this job
Job summary
OCBC Bank (Malaysia) Berhad invites applications for a Premier Banking Affluent Client Relationship Manager role. You will manage a portfolio of high net worth clients, offering tailored financial solutions and comprehensive investment guidance, while nurturing long-term relationships and driving client growth.
The position requires a degree in finance or business, at least 5 years in private banking, and strong communication and sales capabilities to serve distinguished clients effectively.
Qualifications
- Bachelor's degree in finance or business
- 5+ years in private banking or wealth management
- Strong understanding of investment products and markets
- Excellent communication and interpersonal skills
- Ability to build strong relationships with high net worth individuals and families
- Strong business development and sales skills
Responsibilities
- 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
Skills
Education
Job description
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.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
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.
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.
- 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
- 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
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.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
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.
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.
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.
- 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
- 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
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.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
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.
Hirer responsiveness Salary match Number of applicants
OCBC Bank, is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southest Asia by assets and one of the world’s most high-rated banks, with an Aa1 rating from Moody’s. It is also ranked by Bloomberg Markets as the world’s strongest bank.
OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.
OCBC Bank’s key markets are Singapore’s Malaysia, Indonesia and Greater China. It has a network of over 600 branches and representative offices in 18 countries and territories, including more than 330 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP
OCBC Bank’s insurance subsidiary, Great Eastern Holdings, is the largest Insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Group Investor, is one of the largest private sector asset management companies in Southest Asia. Private Banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted ‘Outstanding Private Bank in Asia Pacific’ by Private Banker international
After being actively involved in offering Islamic banking products and services since 1995, OCBC Bank launched its wholly-owned Islamic banking subsidiary, OCBC Al-Amin Bank Berhad, on 1 December 2008. OCBC Al-Amin offers products and services which are developed based on the applicable Shariah contract and with the endorsement of the Shariah Advisory Committee to meet the requirements of both Muslims and non-Muslims alike.
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