Private Banking Relationship Advisor

OCBC; Butterworth; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Learning opportunities

Community initiatives

Flexible benefits

Job summary

OCBC Malaysia is seeking an experienced Private Banking Relationship Manager to lead a portfolio of high-net-worth clients. You will develop tailored financial plans and provide expert advice to help clients grow their wealth.

You will collaborate with investment specialists and credit teams, pursue new opportunities, and stay abreast of market developments to deliver proactive guidance.

Qualifications

• Degree in finance, economics or business.
• At least 5 years of experience in private banking or wealth management.
• Strong knowledge of financial markets, products and wealth planning.
• Excellent communication and interpersonal skills; CFP or CFA is desirable.

Responsibilities

• Manage a portfolio of high net worth clients and build strong relationships.
• Develop comprehensive financial plans using OCBC's products and services.
• Collaborate with investment specialists, wealth planners and credit specialists to deliver integrated solutions.
• Identify and pursue new business opportunities to grow the client base.
• Stay up-to-date with market trends to provide informed guidance.

Skills

Client relationship

Communication

Analytical skills

Credit knowledge

Education

Bachelor's degree in finance/economics/business

Job description

OCBC Malaysia is seeking an experienced Private Banking Relationship Manager to lead a portfolio of high-net-worth clients. You will develop tailored financial plans and provide expert advice to help clients grow their wealth.

You will collaborate with investment specialists and credit teams, pursue new opportunities, and stay abreast of market developments to deliver proactive guidance.