Senior Wealth Relationship Manager - Private Banking

OCBC Group; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

Job summary

OCBC Group is seeking a Premier Relationship Manager in Kuala Lumpur, Cheras. You will manage a portfolio of high net worth clients and provide tailored financial solutions while building lifelong relationships.

Ideal candidates have 5+ years in private banking or wealth management, strong communication skills, and deep knowledge of investment products and markets. Excellent business development and sales capabilities are required.

Qualifications

• Excellent communication and interpersonal skills.
• Strong business development and sales skills.
• Ability to build relationships with high net worth individuals and families.
• Strong understanding of investment products and financial markets.

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

Communication skills

Interpersonal skills

Business development

Sales skills

Investment products

Education

Finance or Business degree

Job description

OCBC Group is seeking a Premier Relationship Manager in Kuala Lumpur, Cheras. You will manage a portfolio of high net worth clients and provide tailored financial solutions while building lifelong relationships.

Ideal candidates have 5+ years in private banking or wealth management, strong communication skills, and deep knowledge of investment products and markets. Excellent business development and sales capabilities are required.