Premier Banking Relationship Manager

OCBC; Malacca City; On-site; MYR 50,000 - 70,000; Full time

Job summary

OCBC in Malacca is looking for a professional to join their Premier Banking team. In this role, you will provide tailored financial solutions and enhance customer satisfaction through exceptional service.

The ideal candidate holds a Bachelor’s degree and has 3 to 5 years of experience in sales and client relations.

Qualifications

• 3 - 5 years of sales and client relationship experience.
• Good interpersonal and communication skills.
• Possess driving license and own transport.

Responsibilities

• Provide financial solutions to Premier Banking customers.
• Execute marketing initiatives to acquire new customers.
• Ensure compliance with regulatory requirements.

Skills

Financial planning

Client relationship management

Sales skills

Interpersonal communication

Education

Bachelor’s degree in any field

Job description

The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

• To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
• To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.

Service

• To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
• To build sustainable relationship with our Premier Banking customers though timely follow-ups and anticipation of customers’ needs.
• To proactively engage Premier Banking customers to achieve continuous customer satisfaction.

Compliance

• To adhere to all related policies, regulatory risk and compliance matters.
• To ensure no operational and control lapses.
• To ensure timely submission of reports for both statutory and regulatory.
• To ensure zero defect in account opening, sales transactions execution, loan submission and related matters.

Job Requirements:

• Bachelor’s degree, in any field, from an accredited university / colleges.
• Possess strong interest in financial planning, investment and keen to work in a sales driven environment.
• Preferably with 3 - 5 years’ experience in sales and client relationship experience.
• Must possess the required licenses (e.g PCE, CEILI & FIMM); IPPC will be an added advantage.
• Possess good interpersonal and communication skills; able to deliver high quality customer service.
• Possess a valid driving license & own transport.