Senior Private Wealth Relationship Manager

OCBC Malaysia; Alor Setar; On-site; MYR 120,000 - 240,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to lead high net worth client relationships and deliver tailored financial solutions. You will manage a portfolio of affluent clients, provide investment guidance, and collaborate with internal teams to meet client goals.

The ideal candidate has a degree in finance or business, at least 5 years in private banking or wealth management, and strong communication and sales skills to grow the client base within Malaysia.

Qualifications

• Degree in finance or business.
• At least 5 years of private banking or wealth management experience.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Ability to build strong relationships with high net worth individuals and families.
• Strong business development and sales skills.

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

Private banking / Wealth mgmt

Investment products

Communication

Interpersonal skills

Relationship building

Business development

Education

Finance

Business

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to lead high net worth client relationships and deliver tailored financial solutions. You will manage a portfolio of affluent clients, provide investment guidance, and collaborate with internal teams to meet client goals.

The ideal candidate has a degree in finance or business, at least 5 years in private banking or wealth management, and strong communication and sales skills to grow the client base within Malaysia.