Senior Private Banking Relationship Manager

OCBC; Segamat; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits suite

Community initiatives

Industry-leading learning & dev

Wellbeing & growth

Job summary

OCBC invites applications for a Premier Banking Affluent Client Relationship Manager. You will manage a portfolio of high net worth clients, providing tailored financial solutions and exceptional service to help them achieve their goals.

You'll build lasting relationships, collaborate with internal partners, and conduct regular portfolio reviews while staying informed on market trends to identify growth opportunities.

Qualifications

• Degree in finance or business.
• Minimum 5 years in private banking or wealth management.
• Strong knowledge of investment products and markets.
• Excellent communication and interpersonal abilities.
• Ability to build relationships with high net worth clients.

Responsibilities

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

Skills

Investment knowledge

Relationship building

Communication skills

Sales skills

Private banking experience

Education

Finance or Business degree

Job description

OCBC invites applications for a Premier Banking Affluent Client Relationship Manager. You will manage a portfolio of high net worth clients, providing tailored financial solutions and exceptional service to help them achieve their goals.

You'll build lasting relationships, collaborate with internal partners, and conduct regular portfolio reviews while staying informed on market trends to identify growth opportunities.