PPC - Senior Relationship Development Manager (Southern Region)

OCBC; Johor Bahru; On-site; MYR 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic professional to drive the acquisition of high net worth clients in the Premier Private Banking sector. This exciting role involves collaborating with internal teams to present tailored client value propositions, enhancing the customer base, and identifying cross-sell opportunities to maximize client engagement. The ideal candidate will possess a strong business development focus, excellent communication skills, and the ability to anticipate client needs effectively. Join a forward-thinking organization where your contributions will significantly impact the growth and success of the banking division.

Qualifications

• 3+ years in acquisition sales or business development for high net worth clients.
• Tertiary education required, preferably a Bachelor's degree.

Responsibilities

• Acquire new high net worth clients with AUM RM3mil & above.
• Organize acquisition activities and fix appointments through networking.

Skills

Acquisition Sales

Business Development

Relationship Building

Communication Skills

Interpersonal Skills

Client Needs Anticipation

Motivation

Education

Bachelor's Degree

Tools

MS Office Suite

Job description

Description

Role & Responsibilities:

1. Responsible for the acquisition of new-to-Premier Private Banking clients with AUM RM3mil & above.
2. Prospect, identify and cross sell the OCBC Premier Private Banking client value proposition to target segment.
3. Present client value proposition to target audience through collaboration with internal business partners and also to better achieve mutual business goals together.
4. Work in partnership with assigned Premier Private Banking Centre team to enhance vicinity customer base and to meet clients’ unique needs.
5. Identify cross-sell opportunities to deepen and increase share of wallet for the bank.
6. Organize acquisition activities to get new sources of lead generation and new business.
7. Fixing of appointments through telesales & networking.
8. Conduct all required KYC, AML procedures and documentation.
9. Meet the compliance and control standards set in the end to end client onboarding process.

Job Qualifications:

1. Minimum 3 years of excellent acquisition sales or business development experience in the high net worth space.
2. Tertiary Education, preferably Bachelor’s degree.
3. Strong new relationship building skills.
4. Possess a sharp business development focus and demonstrative innovative approaches.
5. Able to anticipate client requests/needs and resolves queries in a timely manner.
6. Demonstrates a natural interest about the economy, local markets and regional.
7. Highly driven and positively motivated.
8. Effective communication and interpersonal skills.
9. Polished and mature to handle the affluent market segment.
10. Efficient in MS Office Suite.

Primary Location: Malaysia-Johor

Job: Sales

Organization: MAL CFS - Premier Private Client

Schedule: Permanent, Full-time

Job Posting: 26-Mar-2025, 7:18:28 PM