Senior Wealth Advisor for High-Net-Worth Clients

OCBC Malaysia; Taiping; Presencial; MYR 180 000 - 240 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive base salary

Resumo da oferta

OCBC Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and ongoing market insights. You will build lasting client relationships, collaborate with internal teams, and drive growth through proactive advisory services.

The role requires a solid private banking background, strong communication skills, and a proactive approach to identifying opportunities.

Qualificações

• A degree in finance or business.
• At least 5 years of experience in private banking or wealth management.
• Strong understanding of investment products and financial markets.

Responsabilidades

• 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.

Conhecimentos

High net worth client management

Relationship management

Private banking experience

Investment products knowledge

Business development

Formação académica

Finance or Business degree

Descrição da oferta de emprego

OCBC Malaysia seeks a Premier Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and ongoing market insights. You will build lasting client relationships, collaborate with internal teams, and drive growth through proactive advisory services.

The role requires a solid private banking background, strong communication skills, and a proactive approach to identifying opportunities.