Premier Relationship Manager - Ipoh Main

OCBC Malaysia; Ipoh; On-site; MYR 100,000 - 167,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Community initiatives

Job summary

OCBC Bank Malaysia invites experienced Premier Relationship Manager to join our Private Banking team in Ipoh. You will manage a portfolio of high net worth clients, provide tailored financial solutions, and build long-term relationships to grow assets and wallet share.

We seek a degree in finance or business, at least 5 years in private banking/wealth management, strong investment knowledge, and outstanding communication and sales skills. Competitive compensation and holistic benefits offered.

Qualifications

• Minimum 5 years of experience in private banking or wealth management.
• Strong investment knowledge.
• Excellent communication and interpersonal skills.
• Ability to build relationships with high net worth individuals and families.
• Strong business development and sales skills.

Responsibilities

• Manage a portfolio of high net worth clients.
• 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

Relationship management

Client communication

Sales skills

Investment knowledge

Networking

Education

Finance or Business degree

Job description

Premier Relationship Manager

WHO WE ARE: 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.

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. 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.

Your Opportunity Starts Here

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of NewYork, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, GreatEastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.