Private Banking Wealth Advisor

OCBC Bank (Malaysia) Berhad; West Coast Division; On-site; MYR 120,000 - 180,000; Full time

Job summary

OCBC Bank invites experienced Private Banking Relationship Managers to join our team in Malaysia. You will manage a portfolio of high-net-worth clients, building lasting relationships and delivering tailored financial solutions.

You'll conduct financial needs analyses, develop comprehensive plans, and work with investment specialists to grow client wealth. A degree in finance/economics/business and 5+ years' experience are expected; CFP/CFA desirable. Location: Malaysia, on-site role.

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.
• 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 with high net worth individuals and families.
• Strong analytical and problem-solving skills with critical and creative thinking.
• 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 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 the private banking business.
• Stay up-to-date with market trends and developments to keep knowledge current.

Skills

Client relationship management

Communication skills

Interpersonal skills

Analytical thinking

Problem-solving

Education

Finance/Economics/Business degree

Job description

OCBC Bank invites experienced Private Banking Relationship Managers to join our team in Malaysia. You will manage a portfolio of high-net-worth clients, building lasting relationships and delivering tailored financial solutions.

You'll conduct financial needs analyses, develop comprehensive plans, and work with investment specialists to grow client wealth. A degree in finance/economics/business and 5+ years' experience are expected; CFP/CFA desirable. Location: Malaysia, on-site role.