Private Banking – Affluent Client Relationship Lead

OCBC Malaysia; Sandakan; On-site; MYR 150,000 - 210,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Industry-leading learning and career发展

Job summary

OCBC Malaysia seeks a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high net worth clients, offering tailored financial solutions and ongoing advisory support. The role emphasizes relationship-building, market insights, and collaboration with internal teams to deliver comprehensive wealth-management services.

You will identify opportunities for value-added services, conduct regular reviews, and pursue new business growth while upholding the bank's standards of

Qualifications

• Bachelor's degree in Finance or Business required.
• At least 5 years of experience in private banking or wealth management.
• Strong knowledge 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

Finance knowledge

Relationship management

Communication skills

Sales skills

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia seeks a Premier Banking Affluent Client Relationship Manager to manage a portfolio of high net worth clients, offering tailored financial solutions and ongoing advisory support. The role emphasizes relationship-building, market insights, and collaboration with internal teams to deliver comprehensive wealth-management services.

You will identify opportunities for value-added services, conduct regular reviews, and pursue new business growth while upholding the bank's standards of