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Premier Banking Affluent Client Relationship Management - MGR

Company

OCBC

Location

buntong, perak

Type

Full-time

About the Role

Premier Banking Affluent Client Relationship Manager at OCBC entrusted with a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.

Success Factors

Success stems from understanding clients’ unique needs, adopting a holistic approach, and identifying value‑added services that build trust, loyalty and growth.

Responsibilities

  • Manage a portfolio of high net worth clients, providing tailored financial solutions and advice
  • Develop and maintain long‑term relationships, identifying opportunities to provide value‑added services
  • Collaborate with internal stakeholders to deliver integrated financial solutions
  • Conduct regular portfolio reviews and provide market updates
  • Identify and pursue new business opportunities to grow the client base

Qualifications

  • A degree in a relevant field such as finance or busin...

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