Premier Wealth Relationship Manager

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

Job summary

OCBC Malaysia in Miri seeks a Premier Relationship Manager to serve high net worth clients, delivering tailored financial solutions and proactive wealth management.

You will manage a portfolio, build long-term relationships, conduct portfolio reviews, and collaborate with internal partners to grow the client base. The ideal candidate has a finance/business degree and at least five years in private banking, with strong communication and sales skills.

Qualifications

• Degree in finance, business or related field.
• Minimum 5 years in private banking or wealth management.
• Strong understanding of investment products and markets.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and identify opportunities for value-added services.
• Collaborate with internal teams to deliver integrated wealth management 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

Private banking

Wealth management

Portfolio reviews

Market updates

Business development

Excellent communication

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia in Miri seeks a Premier Relationship Manager to serve high net worth clients, delivering tailored financial solutions and proactive wealth management.

You will manage a portfolio, build long-term relationships, conduct portfolio reviews, and collaborate with internal partners to grow the client base. The ideal candidate has a finance/business degree and at least five years in private banking, with strong communication and sales skills.