Senior Private Banking Relationship Manager

OCBC; Seremban; On-site; MYR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Learning & development

Equal opportunity

Fair employment

Wellbeing & growth

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage high net worth client portfolios and deliver tailored financial solutions. You will develop long-term relationships, conduct portfolio reviews, and collaborate with internal partners to meet client goals.

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

Qualifications

• Degree in finance, business or related field.
• Strong communication and interpersonal skills.
• Proven track record in wealth management or private banking.
• Ability to build and grow 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 and identify opportunities for 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

Communication skills

Interpersonal skills

Business development

Sales skills

Investment knowledge

Education

Finance or Business degree

Job description

OCBC Malaysia is seeking a Premier Relationship Manager to manage high net worth client portfolios and deliver tailored financial solutions. You will develop long-term relationships, conduct portfolio reviews, and collaborate with internal partners to meet client goals.

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