Premier Wealth Relationship Manager

OCBC; Kuching; On-site; MYR 120,000 - 180,000; Full time

Job summary

OCBC is seeking a Premier Banking Affluent Client Relationship Manager in Malaysia to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will develop long-term relationships, identify value-added opportunities, and coordinate with internal teams to provide integrated financial solutions.

You will conduct regular portfolio reviews, keep clients updated on market trends, and pursue new business opportunities to expand the client base,

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 building

Business development

Communication skills

Sales skills

Interpersonal skills

Education

Degree in finance or business

Job description

OCBC is seeking a Premier Banking Affluent Client Relationship Manager in Malaysia to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will develop long-term relationships, identify value-added opportunities, and coordinate with internal teams to provide integrated financial solutions.

You will conduct regular portfolio reviews, keep clients updated on market trends, and pursue new business opportunities to expand the client base,