Private Banking Advisor for High Net Worth Clients

OCBC company; Malacca City; On-site; MYR 120,000 - 180,000; Full time

Job summary

OCBC Malaysia in Melaka is seeking a Private Banking Relationship Manager to manage high net worth client relationships and deliver tailored financial solutions. You will work with investment specialists, wealth planners, and credit professionals to build comprehensive plans and grow the private banking portfolio.

The ideal candidate has 5+ years in private banking or wealth management, strong market knowledge, and professional certifications such as CFP or CFA.

Qualifications

• A degree in finance, economics, or business.
• At least 5 years of experience in private banking or wealth management.
• CFP or CFA certification is highly desirable.

Responsibilities

• Manage a portfolio of high net worth clients, building and maintaining strong relationships through regular communication and tailored financial solutions.
• Conduct financial needs analysis and develop comprehensive financial plans to help clients achieve their goals.
• Collaborate with 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

Client relationship management

Financial analysis

Communication skills

Problem-solving

Education

Degree in finance/economics/business

Tools

Investment products

Wealth planning

Credit products

Job description

OCBC Malaysia in Melaka is seeking a Private Banking Relationship Manager to manage high net worth client relationships and deliver tailored financial solutions. You will work with investment specialists, wealth planners, and credit professionals to build comprehensive plans and grow the private banking portfolio.

The ideal candidate has 5+ years in private banking or wealth management, strong market knowledge, and professional certifications such as CFP or CFA.