Senior Private Wealth Relationship Manager

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

Benefits offered by this job

Competitive pay

Flexible benefits

Career development

Job summary

OCBC Malaysia seeks a Premier Relationship Manager to build and deepen relationships with high net worth clients, delivering tailored financial solutions and exceptional service. You will manage a portfolio, conduct regular reviews, identify opportunities, and collaborate with internal teams to provide holistic banking and wealth management services.

A degree in finance or business and at least five years in private banking or wealth management are required, with excellent communication and

Qualifications

• Experience in private banking or wealth management.
• Strong understanding of investment products and markets.
• Excellent communication and interpersonal 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 management

High net worth clients

Financial products

Communication skills

Education

Degree in finance or business

Job description

OCBC Malaysia seeks a Premier Relationship Manager to build and deepen relationships with high net worth clients, delivering tailored financial solutions and exceptional service. You will manage a portfolio, conduct regular reviews, identify opportunities, and collaborate with internal teams to provide holistic banking and wealth management services.

A degree in finance or business and at least five years in private banking or wealth management are required, with excellent communication and