Premier Wealth Relationship Manager – HNW Clients

OCBC company; West Coast Division; On-site; MYR 150,000 - 240,000; Full time

Job summary

OCBC Malaysia in Kota Kinabalu is seeking a Premier Relationship Manager to build lasting relationships with high net worth individuals and families, delivering tailored financial solutions and exceptional service.

You will manage a portfolio of affluent clients, drive growth through cross-selling, and collaborate with internal teams to provide integrated wealth management services. Strong communication and business development skills are essential.

Qualifications

• A degree in 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.

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

Sales skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia in Kota Kinabalu is seeking a Premier Relationship Manager to build lasting relationships with high net worth individuals and families, delivering tailored financial solutions and exceptional service.

You will manage a portfolio of affluent clients, drive growth through cross-selling, and collaborate with internal teams to provide integrated wealth management services. Strong communication and business development skills are essential.