Private Banking Relationship Manager for Wealth Growth

OCBC; Johor Bahru; On-site; MYR 180,000 - 320,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development opportunities

Equal opportunity

Wellbeing support

Community initiatives

Job summary

OCBC Private Banking in Malaysia invites experienced professionals to join our team as a Private Banking Relationship Manager. You will manage a portfolio of high net worth clients, delivering tailored financial solutions and expert advice to grow their wealth.

You'll collaborate with investment specialists and wealth planners to design comprehensive plans, conduct needs analyses, and pursue new opportunities while staying current on market trends.

Qualifications

• Degree in finance, economics or business.
• 1+ year?
• 5+ years in private banking or wealth management.
• CFP/CFA desirable.
• Strong client relationships and communication skills.
• Knowledge of markets, products, and wealth planning.

Responsibilities

• Manage a portfolio of high net worth clients.
• Conduct financial needs analyses and develop plans.
• Collaborate with investment and credit specialists to deliver solutions.
• Identify new business opportunities and grow the portfolio.
• Stay up-to-date with market trends and developments.

Skills

Relationship mgmt

Financial analysis

Portfolio management

Communication skills

Networking

Education

Bachelor's degree in finance/economics/business

Tools

CRM systems

Wealth planning software

Investment platforms

Job description

OCBC Private Banking in Malaysia invites experienced professionals to join our team as a Private Banking Relationship Manager. You will manage a portfolio of high net worth clients, delivering tailored financial solutions and expert advice to grow their wealth.

You'll collaborate with investment specialists and wealth planners to design comprehensive plans, conduct needs analyses, and pursue new opportunities while staying current on market trends.