OCBC

Financial Services

PremierBankingAffluentClientRelationshipManagementMGR

Malaysia FULL TIME
The Brief

“Premier Banking Affluent Client Relationship Management - MGR at OCBC. Skills: Client Relationship Management, Wealth Management, Financial Solutions. Manage a portfolio of high net worth clients. Provide tailored financial solutions and advice”

What You'll Achieve.

Drive client loyalty and growth

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Degree in a relevant field, such as finance or business, At least 5 years of experience in private banking or wealth management, Understanding of investment products and financial markets, Excellent communication and interpersonal skills, Ability to build relationships with high net worth individuals and families, Business development and sales skills

What You'll Do.

Manage a portfolio of high net worth clients

Provide tailored financial solutions and advice

Develop and maintain long-term relationships with clients

Identify opportunities to provide value-added services

Conduct regular portfolio reviews

Provide market updates to clients

Identify and pursue new business opportunities

How You'll Work.

Team & Collaboration

Collaborate with internal stakeholders to deliver integrated financial solutions

Communication Scope

Excellent communication and interpersonal skills

Free ATS check

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