Private Banking Relationship Manager

OCBC; Batu Pahat; On-site; MYR 180,000 - 280,000; Full time

Job summary

OCBC invites an experienced Private Banking Relationship Manager to join its wealth management team. You will manage a portfolio of high net worth clients, building trust through regular communication and delivering tailored financial solutions to grow their assets.

With at least 5 years in private banking, you will collaborate with investment specialists, wealth planners and credit experts to develop comprehensive financial plans.

Qualifications

• A degree in a relevant field, such as finance, economics, or business.
• At least 5 years of experience in private banking or wealth management, with a proven track record of building strong client relationships and delivering exceptional results.
• Strong knowledge of financial markets, products, and services, including investment, credit, and wealth planning.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with high net worth individuals and families.
• Strong analytical and problem-solving skills, with the ability to think critically and creatively.
• A professional certification, such as CFP or CFA, 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 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

Communication and interpersonal skills

Analytical thinking

Financial knowledge

Education

Degree in finance/economics/business

CFP/CFA desirable

Job description

OCBC invites an experienced Private Banking Relationship Manager to join its wealth management team. You will manage a portfolio of high net worth clients, building trust through regular communication and delivering tailored financial solutions to grow their assets.

With at least 5 years in private banking, you will collaborate with investment specialists, wealth planners and credit experts to develop comprehensive financial plans.