Premier Wealth Relationship Manager (Onsite)

OCBC Group; Segamat; On-site; MYR 180,000 - 360,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Learning and development opportunities

Job summary

OCBC Malaysia Segamat is seeking a Premier Relationship Manager to oversee a portfolio of high net worth clients and deliver tailored financial solutions. You will foster long-term relationships, provide market insights, and collaborate with internal teams to offer integrated wealth management services.

The role requires a finance or business degree and at least 5 years in private banking or wealth management, with strong communication and sales ability to expand our affluent client base in

Qualifications

• A degree in finance or business is required.
• Strong communication and interpersonal skills are essential.
• Proven ability in private banking or wealth management and client development.

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

Communication skills

Interpersonal skills

Business development

Sales skills

Relationship management

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia Segamat is seeking a Premier Relationship Manager to oversee a portfolio of high net worth clients and deliver tailored financial solutions. You will foster long-term relationships, provide market insights, and collaborate with internal teams to offer integrated wealth management services.

The role requires a finance or business degree and at least 5 years in private banking or wealth management, with strong communication and sales ability to expand our affluent client base in