Senior Private Banking Relationship Manager

OCBC; Batu Pahat; On-site; MYR 287,000 - 447,000; Full time

Job summary

OCBC invites you to join as a Premier Banking Affluent Client Relationship Manager, where you will build and manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service that aligns with their aspirations.

You will collaborate with internal partners to provide integrated wealth management, conduct regular portfolio reviews and market updates, and identify opportunities to grow the client base while upholding the highest standards of integrity.

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.

Education

Degree in finance or business

Job description

OCBC invites you to join as a Premier Banking Affluent Client Relationship Manager, where you will build and manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service that aligns with their aspirations.

You will collaborate with internal partners to provide integrated wealth management, conduct regular portfolio reviews and market updates, and identify opportunities to grow the client base while upholding the highest standards of integrity.