Senior Private Banking Relationship Manager

OCBC Malaysia; Pulau Mertajam; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development opportunities

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, providing tailored financial solutions and advisory services. You will build lasting relationships, review portfolios, and collaborate with internal teams to meet client needs.

The ideal candidate holds a degree in finance or business and has at least 5 years of private banking or wealth management experience, with strong sales and communication skills.

Qualifications

• Degree in a relevant field such as finance or business.
• Strong communication and interpersonal abilities.
• Proven business development and sales capabilities.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships and identify value-added services.
• Collaborate with internal teams to deliver integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates.
• Identify and pursue new business opportunities to grow the client base.

Skills

Communication skills

Interpersonal skills

Business development

Sales skills

Education

Degree in finance or business

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, providing tailored financial solutions and advisory services. You will build lasting relationships, review portfolios, and collaborate with internal teams to meet client needs.

The ideal candidate holds a degree in finance or business and has at least 5 years of private banking or wealth management experience, with strong sales and communication skills.