Premier Relationship Manager - Kota Bharu

OCBC company

Kota Bharu

On-site

MYR 120,000 - 180,000

Full time

14 days+
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Benefits offered by this job

Competitive base salary
Holistic, flexible benefits
Industry-leading professional development opportunities

Job summary

A leading financial services provider is seeking a Premier Relationship Manager in Kota Bharu. In this role, you will manage a portfolio of high net worth clients, offering tailored financial solutions and exceptional service. Ideal candidates have at least 5 years of experience in private banking or wealth management. Join a dynamic team focused on client growth and development while enjoying competitive compensation and flexible 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.
  • Excellent communication & 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.
  • Conduct regular portfolio reviews and provide market updates.
  • Conduct regular portfolio reviews and provide market updates to clients.
  • Identify and pursue new business opportunities to grow the client base.

Skills

Relationship Management
Investment Products Knowledge
Communication Skills
Business Development
Communication
Networking

Education

Degree in Finance or Business

Job description

You may choose to display a cookie banner on the external site. You must specify the message in the cookie banner and may add a link to a relevant policy. If you are unfamiliar with these requirements, please seek the advice of legal counsel.You are about to enter websites controlled or offered by third parties. OCBC hereby disclaims liability for any information, materials, products or services posted or offered at any of these third party web-sites. By creating a link to these third party web-sites, OCBC does not endorse or recommend any products or services offered or information contained on those web-sites or information fed by these third parties nor is OCBC liable for any failure of products or services offered or advertised at any of these third party web-sites. OCBC Group shall in no event be liable for any damages, loss or expense including without limitation, direct, indirect, special, or consequential damage, or economic loss arising from or in connection with any use of or access to any other website linked to this website, any system, server or connection failure, error, omission, interruption, delay in transmission, or computer virus and any services, products, information, data, software or other material obtained from this website or from any other website linked to this website. Any hyperlinks to any other websites are not an endorsement or verification of such websites and such websites should only be accessed at the user’s own risks. This exclusion clause shall take effect to the fullest extent permitted by law.You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.Premier Relationship Manager - Kota Bharu page is loaded## Premier Relationship Manager - Kota Bharuremote type: Onsitelocations: OCBC Malaysia, Kota Bharutime type: Full timeposted on: Posted Todayjob requisition id: JR00005103# **WHO WE ARE:** 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. Premier Banking Affluent Client Relationship Management 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 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.
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