Private Banking Advisor for High-Net-Worth Clients

OCBC; Malacca City; On-site; MYR 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Equal opportunity

Job summary

OCBC Bank Malaysia is seeking a Private Banking Relationship Manager to serve high net worth clients with tailored financial solutions and proactive relationship management.

You will conduct needs analyses, develop comprehensive plans, and collaborate with investment specialists and wealth planners to deliver integrated solutions while growing the portfolio and staying current on market trends.

Qualifications

• A degree in finance, economics, or business.
• At least 5 years experience in private banking or wealth management.
• Strong knowledge of financial markets, products, and services.
• Excellent communication and interpersonal skills.
• Professional certification such as CFP or CFA is desirable.

Responsibilities

• Manage a portfolio of high net worth clients with regular communication and tailored financial solutions.
• Conduct financial needs analysis and develop comprehensive financial plans.
• Collaborate with our team of experts, including investment specialists, wealth planners, and credit specialists, to deliver integrated financial solutions.
• Identify and pursue new business opportunities, growing your portfolio and contributing to the growth of our private banking business.
• Stay up-to-date with market trends and developments, ensuring that your knowledge and expertise are always current and relevant.

Skills

Relationship management

Private banking

Wealth planning

Financial analysis

Client communication

Education

Bachelor’s degree in finance or related field

CFP/CFA certification

Tools

CRM software

Financial planning tools

Job description

OCBC Bank Malaysia is seeking a Private Banking Relationship Manager to serve high net worth clients with tailored financial solutions and proactive relationship management.

You will conduct needs analyses, develop comprehensive plans, and collaborate with investment specialists and wealth planners to deliver integrated solutions while growing the portfolio and staying current on market trends.