Senior Private Banking Relationship Manager

OCBC Malaysia; Subang Jaya; On-site; MYR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Job summary

OCBC Malaysia is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.

You will build long-term relationships, conduct regular reviews, and collaborate with internal teams to provide integrated wealth management. A degree in finance or business and at least 5 years of private banking experience are required.

Qualifications

• Degree in finance or business is required.
• Minimum of 5 years in private banking or wealth management.
• Strong knowledge of investment products and markets.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term relationships, identifying value-added opportunities.
• Collaborate with internal stakeholders to deliver integrated wealth management 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

Client communication

Sales and business development

Portfolio reviews

Financial advisory

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, delivering tailored financial solutions and exceptional service.

You will build long-term relationships, conduct regular reviews, and collaborate with internal teams to provide integrated wealth management. A degree in finance or business and at least 5 years of private banking experience are required.