Senior Private Banking Relationship Manager

OCBC company; Kuantan; On-site; MYR 70,000 - 110,000; Full time

Job summary

OCBC Malaysia in Kuantan seeks a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will develop long-term client relationships, collaborate with internal teams, and provide market updates to clients.

The role emphasizes growth, strong communication, and a deep understanding of wealth management within private banking. Eligible candidates will have relevant degree and 5+ years of experience.

Qualifications

• Bachelor's degree in Finance or Business is required.
• Prior experience in private banking or wealth management is preferred.
• Strong communication and relationship-building skills essential.

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

Wealth management knowledge

Portfolio management

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia in Kuantan seeks a Premier Relationship Manager to manage a portfolio of high net worth clients and deliver tailored financial solutions. You will develop long-term client relationships, collaborate with internal teams, and provide market updates to clients.

The role emphasizes growth, strong communication, and a deep understanding of wealth management within private banking. Eligible candidates will have relevant degree and 5+ years of experience.