Premier Relationship Manager - Ipoh Main

OCBC Group; Ipoh; On-site; MYR 180,000 - 260,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager in Ipoh to serve high net worth clients with tailored wealth solutions. You will manage client portfolios, deliver investment insights, and collaborate with internal partners to meet financial goals.

The role requires a finance or business degree and at least five years in private banking or wealth management, plus strong communication and sales skills to build lasting client relationships.

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 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.

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

Relationship management

Client acquisition

Communication

Sales

Business development

Investment products

Financial markets

Education

Bachelor's degree in finance or business

Job description

## Premier Relationship Manager - Ipoh MainApplyremote type: Onsitelocations: OCBC Malaysia, Ipoh Maintime type: Full timeposted on: Posted Todayjob requisition id: JR00009639# **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.# This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. 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 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. 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.# # # **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. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.