Premier Relationship Manager - Kluang

OCBC; Kluang; On-site; MYR 60,000 - 90,000; Full time

Job summary

OCBC Malaysia, GCFS, is seeking a Premier Banking professional to acquire new Premier Banking customers and provide tailored financial solutions from Kluang, Johor. You will plan, execute sales events and deliver excellent service across all touchpoints to strengthen client relationships.

Candidates should have a Bachelor's degree and 3–5 years in sales/relationship roles, with relevant licenses such as PCE, CEILI or FIMM; IPPC is a plus. Valid driving license and own transport are required.

Qualifications

• 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.

Responsibilities

• Provide appropriate financial solutions to Premier Banking customers and expand the Premier Franchise via marketing initiatives.
• Plan, organize, participate and execute events inline with the Premier Banking direction and related sales initiatives.
• Provide excellent customer experience to Premier Banking customers at all touchpoints with care, value and enhancement.
• Build sustainable relationships with Premier Banking customers through timely follow-ups and anticipating needs.
• Proactively engage Premier Banking customers to achieve continuous customer satisfaction.
• Adhere to related policies, regulatory risk and compliance measures; ensure no lapses.
• Ensure timely submission of reports for statutory and regulatory requirements; maintain accuracy of transactions.

Skills

Sales skills

Customer service

Interpersonal communication

Financial planning

Investment 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 broad 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.