Wealth Relationship Manager – Private Banking

OCBC; Taiping; On-site; MYR 60,000 - 100,000; Full time

Job summary

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth individuals with tailored financial solutions and exceptional service. You will build long-term client relationships, conduct regular portfolio reviews, provide market insights, and collaborate with internal partners to grow assets and the client base.

The role requires a degree in finance or business and at least 5 years of experience in private banking or wealth management,

Qualifications

• Bachelor's degree in Finance or Business or an equivalent field.
• Strong relationship management and client service skills.
• Solid understanding of private banking products and markets.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Develop and maintain long-term client relationships to drive loyalty and growth.
• 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

Private banking

Portfolio reviews

Client communication

Sales / business development

Industry knowledge

Education

Bachelor's degree in Finance or Business

Job description

OCBC Malaysia is seeking a Premier Banking Affluent Client Relationship Manager to serve a select group of high net worth individuals with tailored financial solutions and exceptional service. You will build long-term client relationships, conduct regular portfolio reviews, provide market insights, and collaborate with internal partners to grow assets and the client base.

The role requires a degree in finance or business and at least 5 years of experience in private banking or wealth management,