Senior Wealth Relationship Manager

ocbc; Muar; On-site; MYR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

OCBC Premier Banking seeks an experienced Affluent Client Relationship Manager to serve high net worth individuals and families, delivering tailored financial solutions and exceptional service.

You will build long-term relationships, review portfolios, identify opportunities, and collaborate with internal teams to meet client goals. Applicants should have a degree in finance or business and at least 5 years in private banking, with strong product knowledge and sales skills.

Qualifications

• Degree in finance or business, or equivalent.
• At least 5 years 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 with tailored financial solutions.
• Develop and maintain long-term client relationships to drive growth.
• Collaborate with internal stakeholders to deliver integrated financial solutions.
• Conduct regular portfolio reviews and provide market updates to clients.

Skills

Relationship management

Private banking

Sales skills

Excellent communication

Education

Finance or Business degree

Job description

OCBC Premier Banking seeks an experienced Affluent Client Relationship Manager to serve high net worth individuals and families, delivering tailored financial solutions and exceptional service.

You will build long-term relationships, review portfolios, identify opportunities, and collaborate with internal teams to meet client goals. Applicants should have a degree in finance or business and at least 5 years in private banking, with strong product knowledge and sales skills.