Private Banking Relationship Advisor for High Net Worth

OCBC; West Coast Division; On-site; MYR 120,000 - 210,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

Community initiatives

Job summary

OCBC Malaysia is seeking a Private Banking Relationship Manager to build and manage relationships with high net worth clients, delivering tailored financial solutions and holistic wealth plans. You will collaborate with investment specialists and credit experts, conduct needs analyses, and identify growth opportunities while staying current with market trends.

You will lead client engagements, tailor investment strategies, and ensure superior service for a discerning client base in a dynamic

Qualifications

• A 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 services.
• Excellent communication and interpersonal skills.
• Professional certification such as CFP or CFA is 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 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

Client relationship management

Financial markets knowledge

Analytical skills

Communication skills

CFP or CFA desirable

Education

Degree in Finance, Economics, or Business

Tools

CRM systems

Financial analysis tools

Job description

OCBC Malaysia is seeking a Private Banking Relationship Manager to build and manage relationships with high net worth clients, delivering tailored financial solutions and holistic wealth plans. You will collaborate with investment specialists and credit experts, conduct needs analyses, and identify growth opportunities while staying current with market trends.

You will lead client engagements, tailor investment strategies, and ensure superior service for a discerning client base in a dynamic