High Net Worth Client Services Manager
1 week ago
We are seeking an experienced Senior Trust Officer to join our high net worth client services team. This role offers the opportunity to work closely with clients, colleagues, and management to deliver expert administrative and accounting services.
The ideal candidate will possess excellent organizational skills, be able to prioritize tasks, and maintain a collaborative approach to working with colleagues and clients.
This role involves administering and accounting for multiple high net worth individuals and their associated investment and philanthropic activities. The successful candidate will also contribute to the development of junior staff and participate in additional projects and tasks assigned by Management or Directors.
- Administer and account for multiple high net worth individuals and their associated investments and philanthropic activities.
- Prioritize tasks and manage workload to ensure efficient delivery of services.
- Collaborate with colleagues and management to achieve team objectives.
- Adhere to Ocorian policies and procedures to manage risk exposure.
- Stay informed about local regulatory matters and escalate uncertainty or issues promptly.
- Prepare detailed attendance notes of telephone communication and circulate to relevant staff members.
- Contribute to the development of junior staff, supervised by the Manager.
- Participate in additional projects and tasks assigned by Management or Directors.
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Penang, Malaysia beBee Careers Full timeRole OverviewThe High Net Worth Relationship Development Specialist is responsible for managing and deepening relationships with high net worth customers. This involves providing tailored financial solutions, promoting a wide range of wealth products and bancassurance, and analyzing economic trends and customer needs to structure personalized banking...
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Penang, Malaysia OCBC Bank Full timeRole OverviewWe are seeking a highly skilled High Net Worth Relationship Development Manager to join our team. As a key member of our sales team, you will be responsible for acquiring new high net worth clients with assets under management exceeding RM3 million.In this role, you will prospect and identify potential clients who can benefit from our Premier...
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Penang, Malaysia beBee Careers Full timeSenior Relationship Development Managers are responsible for acquiring new clients with an asset under management of RM3 million and above. This role involves:Prospecting and Identifying Opportunities: Identify and cross-sell the client value proposition to target segments.Presentation and Partnership: Present the client value proposition to target audiences...
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Strategic Client Manager
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Relationship Manager
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Client Relationship Manager
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Senior Relationship Growth Manager
5 days ago
Penang, Malaysia OCBC Bank Full timeSenior Relationship Growth ManagerWe are seeking an experienced Senior Relationship Growth Manager to join our team. As a key member of our sales team, you will be responsible for growing and deepening existing relationships with high net worth clients and acquiring new ones.In this role, you will work closely with internal business partners to develop...
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Senior Trust Administrator
1 week ago
Penang, Malaysia Ocorian Group Full timeAbout UsWe are Ocorian Group, a leading provider of fund services, corporate services, capital markets solutions, and private client services. We help clients succeed by unlocking new value through expertise, trust, and scale.Our Commitment to ClientsWe deliver solutions that solve complex challenges faced by asset managers, financial institutions,...
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Expert Financial Solutions Coordinator
1 week ago
Penang, Malaysia Ocorian Group Full timeKey ResponsibilitiesThis role involves providing expert administrative and accounting services to high net worth individuals and their associated investment and philanthropic activities. As a Senior Trust Officer, you will work closely with clients, colleagues, and management to deliver exceptional client experiences.The ideal candidate will possess...
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Relationship Manager
3 weeks ago
Penang, Malaysia Public Bank Full timeWe are seeking a highly motivated and sales-oriented individual to join our team as a Relationship Manager.In this role, you will be:Promoting and selling Wealth Management products and providing financial advisory services to the Bank's high net-worth customers.Seeking prospective customers to expand the high net-worth customer database.Ensuring achievement...