Premier Wealth Relationship Manager

OCBC company; Kluang; On-site; MYR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Equal opportunity

Fair employment

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager in Kluang to service high net worth clients with tailored financial solutions. You will build trusted relationships, advise on investments, and collaborate with internal partners to deliver holistic banking services.

The ideal candidate holds a finance or business degree and has 5+ years in private banking or wealth management, with strong communication and sales skills to grow the client base in a dynamic regional market.

Qualifications

• Degree in finance or business.
• At least 5 years 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

High net worth client liaison

Communication skills

Business development

Education

Finance or Business degree

Tools

CRM

Job description

OCBC Malaysia is seeking a Premier Relationship Manager in Kluang to service high net worth clients with tailored financial solutions. You will build trusted relationships, advise on investments, and collaborate with internal partners to deliver holistic banking services.

The ideal candidate holds a finance or business degree and has 5+ years in private banking or wealth management, with strong communication and sales skills to grow the client base in a dynamic regional market.