Senior Private Banking Relationship Manager

OCBC company; Kuala Lumpur; On-site; MYR 133,920 - 223,200; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Job summary

OCBC Malaysia in Bangsar is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build and maintain long-term relationships, identify opportunities for value-added services, and collaborate with internal teams to provide integrated wealth-management solutions.

The role requires a strong understanding of investment products, excellent communication, and a proven track record in private

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.

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

Sales skills

Communication skills

Financial products knowledge

Interpersonal skills

Education

Bachelor's degree in finance or business

Job description

OCBC Malaysia in Bangsar is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service. You will build and maintain long-term relationships, identify opportunities for value-added services, and collaborate with internal teams to provide integrated wealth-management solutions.

The role requires a strong understanding of investment products, excellent communication, and a proven track record in private