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Relationship Development Manager

Relationship Development Manager

OCBCKuala Lumpur, Kuala Lumpur, Malaysia
30+ days ago
Job description

Location : OCBC Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Relationship Development Manager

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. Our strategic ambition 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.

Opportunity

Imagine building long‑lasting relationships with high‑net‑worth individuals and families, helping them achieve their financial goals and aspirations. As a Relationship Development Manager at OCBC, you’ll have the opportunity to work with a diverse range of clients, providing tailored financial solutions and expert advice to help them grow their wealth.

What You Will Do

  • Manage a portfolio of high net worth clients, building and maintaining strong relationships through regular communication and tailored financial solutions.
  • Conduct financial needs analysis and develop comprehensive financial plans to help clients achieve their goals.
  • Collaborate with our team of experts, including investment specialists, wealth planners, and credit specialists, to deliver integrated financial solutions.
  • Identify and pursue new business opportunities, growing your portfolio and contributing to the growth of our private banking business.
  • Stay up‑to‑date with market trends and developments, ensuring that your knowledge and expertise are always current and relevant.

Who You Are

  • A degree in a relevant field, such as finance, economics, or business.
  • At least 5 years of experience in private banking or wealth management, with a proven track record of building strong client relationships and delivering exceptional results.
  • Strong knowledge of financial markets, products, and services, including investment, credit, and wealth planning.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with high‑net‑worth individuals and families.
  • Strong analytical and problem‑solving skills, with the ability to think critically and creatively.
  • A professional certification, such as CFP or CFA, is highly desirable.
  • Benefits & Perks

    Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry‑leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

    Job Details

  • Seniority level : Mid‑Senior level
  • Employment type : Full‑time
  • Job function : Engineering and Information Technology
  • Industries : Banking
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