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Premier Banking Affluent Client Relationship Management - MGR

Premier Banking Affluent Client Relationship Management - MGR

OCBCPuchong, Selangor, Malaysia
30+ days ago
Job description

Overview

Who We Are —As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation with a bold ambition 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, and build lasting value in your community. 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.

Role

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 will drive client loyalty and growth.

What you do

  • 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

Who you are

  • A degree in a relevant field, such as finance or business
  • At least 5 years of experience in private banking or wealth management
  • Strong understanding of investment products and financial markets
  • Excellent communication and interpersonal skills
  • Ability to build strong relationships with high net worth individuals and families
  • Strong business development and sales skills
  • What we offer

    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.

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    Relationship Banking • Puchong, Selangor, Malaysia

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