Senior Private Banking Relationship Manager

OCBC; Kuala Lumpur; On-site; MYR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to serve high net worth individuals and families, delivering tailored financial solutions and exceptional service. You will build lasting client relationships and provide holistic wealth management guidance.

You will collaborate with internal teams to deliver integrated financial solutions, conduct regular portfolio reviews, and identify opportunities to expand the client base.

Qualifications

• A degree in finance, business, or a related field.
• 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 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

Excellent communication

Interpersonal skills

Business development

Sales skills

Understanding of investment products

Education

Degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to serve high net worth individuals and families, delivering tailored financial solutions and exceptional service. You will build lasting client relationships and provide holistic wealth management guidance.

You will collaborate with internal teams to deliver integrated financial solutions, conduct regular portfolio reviews, and identify opportunities to expand the client base.