Premier Banking Relationship Lead

OCBC; Johor Bahru; On-site; MYR 50,000 - 70,000; Full time

Job summary

OCBC is seeking a Premier Banking Sales professional in Malaysia to provide financial solutions to Premier Banking customers, grow the Premier Franchise, and drive sales initiatives. The role focuses on delivering outstanding customer experiences, building lasting client relationships, and ensuring compliance across processes.

You will engage in events and activities aligned with business goals, manage end-to-end sales cycles, and maintain high service standards across touchpoints while adhering

Qualifications

• Bachelor’s degree from an accredited university/college.
• Interest in financial planning and sales-driven environment.
• 3–5 years’ experience in sales and client relationship experience.
• Possess required licenses (PCE, CEILI & FIMM); IPPC will be an added advantage.
• Possess a valid driving license & own transport.

Responsibilities

• Provide appropriate financial solutions to Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
• Plan, organize, participate and execute events and sales activities inline with Premier Banking business direction and related sales initiatives.
• Provide excellent customer experience to Premier Banking customers at all touch points via care, value and enhanced service.
• Build sustainable relationships with Premier Banking customers through timely follow-ups and anticipation of customers’ needs.
• Proactively engage Premier Banking customers to achieve continuous customer satisfaction.
• Adhere to all related policies, regulatory risk and compliance matters.
• Ensure no operational and control lapses.
• Ensure timely submission of reports for statutory and regulatory purposes.
• Ensure zero defects in account opening, sales transactions, loan submission and related matters.

Skills

Sales experience

Interpersonal skills

Communication skills

Customer service

Financial planning interest

Education

Bachelor's degree

Job description

OCBC is seeking a Premier Banking Sales professional in Malaysia to provide financial solutions to Premier Banking customers, grow the Premier Franchise, and drive sales initiatives. The role focuses on delivering outstanding customer experiences, building lasting client relationships, and ensuring compliance across processes.

You will engage in events and activities aligned with business goals, manage end-to-end sales cycles, and maintain high service standards across touchpoints while adhering