Senior Premier Banking Advisor, HNW Wealth & Relationships

OCBC; Muar; On-site; MYR 100,000 - 167,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Learning & professional development

Employee wellbeing focus

Job summary

OCBC invites you to join as a Premier Relationship Manager, focusing on high net worth clients and delivering tailored financial solutions with exceptional service. Build trusted relationships and deliver holistic wealth management guidance across a select client base.

You will work with internal partners to provide integrated solutions, conduct portfolio reviews, and identify new business opportunities to grow the client base.

Qualifications

• A degree in a relevant field, such as finance or business.
• At least 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Ability to build strong relationships with high net worth individuals and families.
• Strong business development and sales skills.

Responsibilities

• Manage a portfolio of high net worth clients, providing tailored financial solutions and advice.
• Develop and maintain long-term relationships with clients, identifying opportunities to provide value-added services.
• Collaborate with internal stakeholders to deliver integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates to clients.
• Identify and pursue new business opportunities to grow the client base.

Skills

Relationship management

Communication

Interpersonal skills

Sales skills

Business development

Education

Bachelor's degree

Job description

OCBC invites you to join as a Premier Relationship Manager, focusing on high net worth clients and delivering tailored financial solutions with exceptional service. Build trusted relationships and deliver holistic wealth management guidance across a select client base.

You will work with internal partners to provide integrated solutions, conduct portfolio reviews, and identify new business opportunities to grow the client base.