Senior Private Client Advisor — Wealth & Relationships

OCBC Malaysia; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Travel opportunities

Job summary

OCBC Malaysia is seeking a seasoned Private Banker to deliver wealth advisory services to High Net Worth Private Clients in Malaysia. You will collaborate with specialists to tailor financial plans and leverage our product suite to meet client goals.

You'll build and expand the Private Client franchise through referrals, marketing initiatives, and a client-centric advisory approach, while maintaining strict regulatory compliance and exceptional service standards across all touchpoints.

Qualifications

• Bachelor’s degree from accredited university.
• 8+ years in financial industry with client relationship/frontline experience.
• Licenses/certifications (IPPC) are a plus.
• Willingness to travel and multi-lingual preferred.

Responsibilities

• Provide wealth advisory services to High Net Worth Private Clients.
• Cross-sell suitable wealth solutions based on advisory approach.
• Acquire new High Net Worth clients via referrals and marketing initiatives.
• Deliver exceptional client experience across all touchpoints.
• Ensure compliance with regulatory policies and timely reporting.

Skills

HNW client advisory

Relationship management

Cross-selling

Travel readiness

Multi-lingual

Education

Bachelor's degree

Job description

OCBC Malaysia is seeking a seasoned Private Banker to deliver wealth advisory services to High Net Worth Private Clients in Malaysia. You will collaborate with specialists to tailor financial plans and leverage our product suite to meet client goals.

You'll build and expand the Private Client franchise through referrals, marketing initiatives, and a client-centric advisory approach, while maintaining strict regulatory compliance and exceptional service standards across all touchpoints.