Private Banking Relationship Manager

OCBC Group; Malacca City; On-site; MYR 120,000 - 180,000; Full time

Job summary

OCBC Malaysia is hiring a Private Banking Relationship Manager in Melaka to serve a select group of high net worth clients, delivering tailored financial solutions and proactive wealth advice.

You will collaborate with investment specialists, wealth planners, and credit experts to design comprehensive plans, grow the client portfolio, and stay ahead of market trends, ensuring a high standard of service and performance.

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

Job description

OCBC Malaysia is hiring a Private Banking Relationship Manager in Melaka to serve a select group of high net worth clients, delivering tailored financial solutions and proactive wealth advice.

You will collaborate with investment specialists, wealth planners, and credit experts to design comprehensive plans, grow the client portfolio, and stay ahead of market trends, ensuring a high standard of service and performance.