Senior Private Banking Relationship Manager

OCBC Bank; Seremban; On-site; MYR 150,000 - 230,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Job summary

OCBC Bank is seeking a Premier Relationship Manager to manage a portfolio of high-net-worth clients and provide tailored financial solutions. You will build and maintain long-term client relationships while collaborating with internal teams to deliver integrated financial offerings.

The role emphasizes market updates, portfolio reviews, and identifying opportunities to grow the client base with strong communication and sales skills.

Qualifications

• Bachelor’s degree in finance or business required.
• 5+ years of private banking or wealth management experience preferred.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills are essential.
• Ability to build relationships with high net worth individuals and families.

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

Portfolio management

Communication skills

Investment knowledge

Sales skills

Education

Bachelor’s degree in finance or business

Job description

OCBC Bank is seeking a Premier Relationship Manager to manage a portfolio of high-net-worth clients and provide tailored financial solutions. You will build and maintain long-term client relationships while collaborating with internal teams to deliver integrated financial offerings.

The role emphasizes market updates, portfolio reviews, and identifying opportunities to grow the client base with strong communication and sales skills.