Premier Wealth Relationship Manager

OCBC Group; Selayang Municipal Council; On-site; MYR 120,000 - 180,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager in Kepong to manage a portfolio of high net worth clients with tailored financial solutions. You will build and maintain long-term relationships, collaborate with internal teams, and provide ongoing portfolio reviews and market updates.

The role requires a minimum of 5 years in private banking or wealth management, with strong knowledge of investment products and excellent communication and sales skills.

Qualifications

• Bachelor’s degree in finance or business.
• Minimum 5 years in private banking or wealth management.
• Solid knowledge of investment products and financial markets.
• Strong communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and identify 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

Degree in finance or business

Private banking/wealth management

Investment products knowledge

Communication skills

Relationship building

Sales skills

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager in Kepong to manage a portfolio of high net worth clients with tailored financial solutions. You will build and maintain long-term relationships, collaborate with internal teams, and provide ongoing portfolio reviews and market updates.

The role requires a minimum of 5 years in private banking or wealth management, with strong knowledge of investment products and excellent communication and sales skills.