Premier Relationship Manager - Klang Valley

OCBC Bank (Malaysia) Berhad; Kuala Lumpur; On-site; MYR 56,000 - 100,000; Full time

Benefits offered by this job

Annual Leave

Medical Insurance

Incentive Trips

Career Progression

Advisory Support

Job summary

OCBC Bank (Malaysia) Berhad in Malaysia's Premier Banking division is recruiting Premier Relationship Managers to deliver holistic banking solutions and wealth advice to affluent clients. You will engage with customers at events, acquire new Premier Banking relationships, and collaborate with regional wealth panels to tailor financial strategies while meeting revenue targets.

Applicants should have a diploma or higher with at least 2 years of sales or service experience in financial or service

Qualifications

• Diploma or above holder with at least 2 years sales or service experience in financial or service industries.
• Strong communication and interpersonal skills.
• Interest in financial planning, investments, lending, and sales.
• Multilingual abilities are an added advantage.
• Willing to travel and have own transport.

Responsibilities

• Provide one-stop holistic banking solutions to customers.
• Offer professional wealth advice and engage with wealth panels.
• Acquire new Premier Banking customers and participate in events.
• Maintain high customer service and compliant processes.

Skills

Strong communication

Customer service

Financial planning interest

Multilingual

Sales experience

Education

Diploma or above

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

Recognition & incentive trips

Structured career progression

Guided advisory and specialist support

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How many years' experience do you have as a Premier Relationship Manager?
• Which of the following languages are you fluent in?
• Do you have customer service experience?
• How many years' experience do you have in a wealth management?
• Do you possess or have access