Senior Private Banking Relationship Manager

OCBC Malaysia; Kuala Lumpur; On-site; MYR 180,000 - 280,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development

Equal opportunity

Fair employment

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to service a select portfolio of high net worth clients, providing tailored financial solutions and exceptional service.

You will build long-term relationships, conduct regular portfolio reviews, stay informed on market trends, and collaborate with internal teams to deliver integrated wealth-management solutions.

Qualifications

• A degree in 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

Communication skills

Interpersonal skills

Business development

Sales skills

Relationship building

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to service a select portfolio of high net worth clients, providing tailored financial solutions and exceptional service.

You will build long-term relationships, conduct regular portfolio reviews, stay informed on market trends, and collaborate with internal teams to deliver integrated wealth-management solutions.