Senior Private Banking Relationship Manager

OCBC Group; Johor Bahru; On-site; MYR 490,000 - 980,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Learning and development opportunities

Wellbeing programs

Job summary

OCBC Group is seeking a Private Banking Relationship Manager to build and maintain long-term relationships with high net worth individuals and families. You will deliver tailored financial solutions, conduct needs analyses, and collaborate with a team of investment, wealth planning, and credit specialists to grow the client portfolio.

Ideal candidates have 5+ years in private banking or wealth management, deep knowledge of markets and products, and excellent communication skills.

Qualifications

• Minimum 5 years of experience in private banking or wealth management.
• Strong knowledge of financial markets, products, and services.
• Excellent communication and interpersonal skills.
• Professional certification such as CFP or CFA is 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 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

Relationship management

Financial analysis

Client communication

Wealth planning

Education

Bachelor's degree in finance/economics/business

CFP or CFA desirable

Job description

OCBC Group is seeking a Private Banking Relationship Manager to build and maintain long-term relationships with high net worth individuals and families. You will deliver tailored financial solutions, conduct needs analyses, and collaborate with a team of investment, wealth planning, and credit specialists to grow the client portfolio.

Ideal candidates have 5+ years in private banking or wealth management, deep knowledge of markets and products, and excellent communication skills.