Private Banking Relationship Manager

OCBC Malaysia; Kuala Lumpur; On-site; MYR 180,000 - 300,000; Full time

Job summary

OCBC Malaysia is seeking a Client Advisor to build and manage relationships with high net worth individuals and families, delivering tailored financial solutions and advice to grow wealth.

You will work with a team of investment, wealth planning and credit specialists to develop comprehensive plans, conduct needs analyses, and pursue new business opportunities while staying current on market developments.

Qualifications

• Degree in finance, economics, or business.
• 5+ years in private banking or wealth management.
• CFP or CFA certification is desirable.

Responsibilities

• Manage a portfolio of high net worth clients with tailored solutions.
• Conduct financial needs analyses and develop comprehensive financial plans.
• Collaborate with investment, wealth planning and credit specialists.
• Identify and pursue new business opportunities to grow the portfolio.

Skills

Client relationship management

Communication skills

Analytical thinking

Financial markets knowledge

Education

Bachelor's degree in finance/economics/business

Job description

OCBC Malaysia is seeking a Client Advisor to build and manage relationships with high net worth individuals and families, delivering tailored financial solutions and advice to grow wealth.

You will work with a team of investment, wealth planning and credit specialists to develop comprehensive plans, conduct needs analyses, and pursue new business opportunities while staying current on market developments.