Senior Private Wealth Relationship Manager

OCBC Group; Seremban; On-site; MYR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Equal opportunity employment

Job summary

OCBC Group is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and ongoing advisory services. You will build and maintain long-term relationships, collaborating with internal teams to provide integrated wealth management solutions.

The role requires deep knowledge of investment products, strong communication and sales skills, and a proven track record in private banking or wealth management.

Qualifications

• Degree in finance or business required.
• 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

Investment products knowledge

Communication skills

Interpersonal skills

Business development

Sales skills

Relationship management

Education

Degree in finance or business

5+ years of experience in private banking or wealth management

Job description

OCBC Group is seeking a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and ongoing advisory services. You will build and maintain long-term relationships, collaborating with internal teams to provide integrated wealth management solutions.

The role requires deep knowledge of investment products, strong communication and sales skills, and a proven track record in private banking or wealth management.