Senior Private Banking Relationship Manager

OCBC Group; Kuala Lumpur; On-site; MYR 120,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Industry-leading learning & dev

Job summary

OCBC Private Banking invites a Relationship Manager in Kuala Lumpur to cultivate relationships with high net worth individuals and families, delivering tailored financial solutions and proactive guidance across investment strategies.

Success requires client-centric planning, collaboration with experts, and a drive to identify new business opportunities while meeting sales targets. OCBC offers competitive pay and comprehensive development opportunities.

Qualifications

• A degree in a relevant field, such as finance or business.
• At least 5 years of experience in private banking or a related field.
• Strong understanding of investment products and services.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and meet sales targets.
• Strong analytical and problem-solving skills.

Responsibilities

• Building and maintaining relationships with high net worth individuals and families.
• Conducting financial needs assessments and developing tailored financial plans.
• Providing investment advice and portfolio management services.
• Collaborating with our team of experts to deliver comprehensive financial solutions.
• Identifying and pursuing new business opportunities.

Job description

OCBC Private Banking invites a Relationship Manager in Kuala Lumpur to cultivate relationships with high net worth individuals and families, delivering tailored financial solutions and proactive guidance across investment strategies.

Success requires client-centric planning, collaboration with experts, and a drive to identify new business opportunities while meeting sales targets. OCBC offers competitive pay and comprehensive development opportunities.