Private Banking Relationship Manager for HNW Clients

OCBC Bank (Malaysia) Berhad; Johor Bahru; Presencial; MYR 200.000 - 500.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Flexible benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Culture and values

Descripción de la vacante

OCBC Bank (Malaysia) Berhad invites a Private Banking Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and expert advice. You will partner with a team of investment specialists, wealth planners, and credit professionals to craft comprehensive plans.

You will pursue new business opportunities and stay ahead of market trends, ensuring exceptional client service in a dynamic Malaysian private banking environment.

Formación

• 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.
• CFP or CFA certification is highly desirable.

Responsabilidades

• 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 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 to ensure knowledge remains current.

Conocimientos

Relationship management

Communication skills

Analytical skills

Educación

Degree in finance/economics/business

Descripción del empleo

OCBC Bank (Malaysia) Berhad invites a Private Banking Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and expert advice. You will partner with a team of investment specialists, wealth planners, and credit professionals to craft comprehensive plans.

You will pursue new business opportunities and stay ahead of market trends, ensuring exceptional client service in a dynamic Malaysian private banking environment.