Senior Private Wealth Relationship Manager

OCBC Malaysia; Batu Pahat; On-site; MYR 150,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development opportunities

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 grow the client base while staying compliant. The ideal candidate has a finance or business degree and at least five years in private banking or wealth management, with strong communication skills.

Qualifications

• A degree in a relevant field, such as finance or business.
• At least 5 years of experience in private banking or wealth management.
• 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

Relationship building

Private banking

Wealth management

Investment knowledge

Communication

Sales

Education

Finance or Business degree

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 grow the client base while staying compliant. The ideal candidate has a finance or business degree and at least five years in private banking or wealth management, with strong communication skills.