Premier Banking Relationship Lead | Wealth Management

OCBC

Sibu

On-site

MYR 55,000 - 85,000

Full time

11 hours ago
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Job summary

OCBC Malaysia is seeking a Premier Banking Associate to provide tailored financial solutions and grow the Premier Franchise. You will plan and execute sales activities, build relationships with high-net-worth clients, and deliver exceptional service across all touchpoints.

This role requires a bachelor’s degree, 3–5 years of sales and client relationship experience, and relevant licenses. A valid driving license and own transport are preferred, with strong communication and interpersonal skills

Qualifications

  • Bachelor’s degree from an accredited university.
  • Interest in financial planning and sales in a banking environment.
  • 3–5 years’ sales and client relationship experience.
  • Possess licenses (PCE, CEILI, FIMM); IPPC will be an added advantage.
  • Good interpersonal and communication skills; able to deliver high quality customer service.
  • Possess a valid driving license and own transport.

Responsibilities

  • To provide financial solutions to Premier Banking customers and grow the Premier Franchise.
  • Plan, organize, participate and execute sales events aligned with Premier Banking direction and related sales initiatives.
  • Provide excellent customer experience at all touchpoints and build sustainable relationships with Premier Banking customers.

Skills

Sales experience
Client relationship
Interpersonal skills
Communication skills
Driving license

Education

Bachelor’s degree

Job description

OCBC Malaysia is seeking a Premier Banking Associate to provide tailored financial solutions and grow the Premier Franchise. You will plan and execute sales activities, build relationships with high-net-worth clients, and deliver exceptional service across all touchpoints.

This role requires a bachelor’s degree, 3–5 years of sales and client relationship experience, and relevant licenses. A valid driving license and own transport are preferred, with strong communication and interpersonal skills

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