Elite Premier Banking Relationship Manager (Wealth)

OCBC

Miri

On-site

MYR 60,000 - 90,000

Full time

40 hours ago

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Job summary

OCBC Malaysia invites a dynamic professional to join Premier Banking sales and client relationship teams. You will provide financial solutions to Premier Banking customers, support marketing initiatives, and drive new client acquisition in a sales-driven environment.

Responsibilities include delivering excellent customer service at all touchpoints, building sustainable relationships through timely follow-ups, and ensuring compliance with regulatory policies while striving for zero defects in

Qualifications

Bachelor's degree in any field; strong interest in financial planning.
Preferably with 3–5 years’ experience in sales and client relationship management.
Licenses such as PCE, CEILI & FIMM are required; IPPC is an added advantage.

Responsibilities

To provide appropriate financial solutions to Premier Banking customers and expand the Premier Franchise through marketing initiatives.
To plan and participate in events and sales activities aligned with Premier Banking direction.
To provide excellent customer experience to Premier Banking customers at all touchpoints.
To build sustainable relationships with Premier Banking customers through timely follow-ups and proactive service.
To ensure adherence to regulatory policies and maintain zero defects in account openings and loan submissions.