OCBC

Financial Services

PremierRelationshipManager

Malaysia FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

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

What You'll Achieve.

Grow the client base; 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, 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

Full Job Description

# **WHO WE ARE:** As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. # This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Premier Banking Affluent Client Relationship Management Why Join Imagine building long-lasting relationships with high net worth individuals and families, helping them achieve their financial goals and aspirations. As a Premier Banking Affluent Client Relationship Manager at OCBC, you'll have the opportunity to work with a select group of clients, providing tailored financial solutions and exceptional service. How you succeed It starts with understanding the unique needs and desires of each client. You'll take a holistic approach to relationship management, identifying opportunities to provide value-added services and solutions that meet their individual needs. By building trust and delivering exceptional service, you'll drive client loyalty and growth. What you do \- Manage a portfolio of high net worth clients, providing tailored financial solutions and advice \- Develop a

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