Premier Banking Advisor & Wealth Solutions

OCBC Bank (Malaysia) Berhad; Kuala Lumpur; On-site; MYR 56,000 - 100,000; Full time

Benefits offered by this job

Annual Leave

Medical Insurance

Incentive Trips

Career Progression

Advisory Support

Job summary

OCBC Bank (Malaysia) Berhad in Malaysia's Premier Banking division is recruiting Premier Relationship Managers to deliver holistic banking solutions and wealth advice to affluent clients. You will engage with customers at events, acquire new Premier Banking relationships, and collaborate with regional wealth panels to tailor financial strategies while meeting revenue targets.

Applicants should have a diploma or higher with at least 2 years of sales or service experience in financial or service

Qualifications

• Diploma or above holder with at least 2 years sales or service experience in financial or service industries.
• Strong communication and interpersonal skills.
• Interest in financial planning, investments, lending, and sales.
• Multilingual abilities are an added advantage.
• Willing to travel and have own transport.

Responsibilities

• Provide one-stop holistic banking solutions to customers.
• Offer professional wealth advice and engage with wealth panels.
• Acquire new Premier Banking customers and participate in events.
• Maintain high customer service and compliant processes.

Skills

Strong communication

Customer service

Financial planning interest

Multilingual

Sales experience

Education

Diploma or above

Job description

OCBC Bank (Malaysia) Berhad in Malaysia's Premier Banking division is recruiting Premier Relationship Managers to deliver holistic banking solutions and wealth advice to affluent clients. You will engage with customers at events, acquire new Premier Banking relationships, and collaborate with regional wealth panels to tailor financial strategies while meeting revenue targets.

Applicants should have a diploma or higher with at least 2 years of sales or service experience in financial or service