Premier Relationship Manager - Bukit Mertajam

OCBC; Penang; On-site; MYR 90,000 - 150,000; Full time

Job summary

OCBC in Penang seeks a Premier Banking Sales Professional to provide tailored financial solutions and grow the Premier Franchise through proactive engagement with clients.

You will plan and execute events, deliver outstanding service at all touchpoints, and build lasting relationships while aligning with compliance and regulatory requirements.

Candidates should have a degree and 3–5 years sales/relationship experience, plus relevant licenses, with a valid driving license and own transport.

Qualifications

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

Responsibilities

• Provide financial solutions to Premier Banking customers and grow the Premier Franchise.
• Plan, participate and execute event and sales activities aligned with business direction.
• Deliver excellent customer experience across touchpoints and build sustainable relationships.
• Proactively engage Premier Banking customers to achieve high customer satisfaction.

Skills

Sales experience

Client relationship

Interpersonal communication

Financial planning interest

Education

Bachelor's degree

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.