Premier Relationship Manager - Klang Valley

OCBC Bank; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution is seeking candidates for a Premier Banking role in Kuala Lumpur. This position offers an accelerated career path in Consumer Banking & Wealth Management. Candidates should have at least a diploma and 2 years of sales experience, strong interpersonal skills, and a keen interest in financial planning. Responsibilities include providing solutions to customers and engaging in outreach activities. This role is ideal for those who excel in customer service and are willing to travel.

Benefits

Annual leave

Medical and insurance coverage

Qualifications

• Minimum 2 years sales or service experience in financial or service industry.
• Strong interest in investment and sales.
• Excellent communication and social networking skills.
• Possesses own transport and willing to travel.

Responsibilities

• Provide holistic banking solutions to customers.
• Engage with wealth specialists to offer professional advice.
• Participate in events and sales activities.
• Build and maintain satisfaction with banking customers.
• Ensure adherence to compliance and documentation processes.

Skills

Sales experience

Customer service

Financial planning

Interpersonal skills

Multi-lingual

Education

Diploma or higher

Tools

Relevant licenses (PCE, MTA, FIMM, IPPC/PPKM)

Job description

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands-on assignment, as well as exposure to the real-world challenges in Consumer Banking & Wealth Management. We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

We are currently hiring for the following locations:-

The role will be mainly responsible in

To provide “One-Stop” and holistic banking solutions to our customers.

Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our Premier Banking customer, and achieve your revenue target.

Be Our Premier Banking Advocate and Acquire New Customer – You will be well involved in events and sales activities in line with the PB business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Premier Banking.

Service - You are expected to proactively engage PB customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner.

Compliance – You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others.

Job Requirements

Diploma and above holder with minimum 2 years sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism).

License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage.

Possess strong interest in financial planning, investment, lending, and sales.

Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills.

Good social networking skill and able to deliver and maintain high quality of customer service.

Multi-lingual will be an added advantage.

Possesses own transport and willing to travel.

Annual Leave, medical and insurance coverage