Premier Wealth Relationship Manager

OCBC Bank (Malaysia) Berhad; Kuala Lumpur; On-site; MYR 150,000 - 210,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and development

Equal opportunity

Fair employment

Wellbeing and growth

Job summary

OCBC Bank (Malaysia) Berhad in Kuala Lumpur is seeking a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high net worth clients, providing tailored financial solutions and exceptional service.

You will develop and maintain long-term relationships, collaborate with internal teams to deliver integrated wealth management solutions, and regularly review portfolios to identify growth opportunities.

Qualifications

• A degree in finance or business (or equivalent)
• 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

Strong communication

Interpersonal skills

Business development

Sales skills

Relationship management

Education

A degree in finance or business

Job description

OCBC Bank (Malaysia) Berhad in Kuala Lumpur is seeking a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high net worth clients, providing tailored financial solutions and exceptional service.

You will develop and maintain long-term relationships, collaborate with internal teams to deliver integrated wealth management solutions, and regularly review portfolios to identify growth opportunities.