Premier Relationship Manager - Northern Region (Penang, Kota Bahru, Ipoh)

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

Job summary

A leading bank in Malaysia seeks a Premier Relationship Manager to provide comprehensive banking solutions and professional wealth advice in Penang. The ideal candidate will have at least 2 years of sales or service experience, strong communication and networking skills, and a passion for financial planning. Responsibilities include acquiring new customers, enhancing relationships, and ensuring compliance with banking procedures. The role supports personal and professional development in a dynamic financial environment.

Benefits

Annual leave

Medical coverage

Insurance coverage

Qualifications

• Minimum 2 years of sales or service experience in financial or service industry.
• Relevant licenses and certifications are an advantage.
• Good understanding of financial markets and customer service.

Responsibilities

• Provide holistic banking solutions to customers.
• Offer professional wealth advice and engage with specialists.
• Acquire new customers and enhance relationships with existing ones.
• Ensure compliance with all banking procedures.

Skills

Sales experience

Communication skills

Customer service

Financial planning interest

Multilingual

Education

Diploma or higher

Job description

Premier Relationship Manager - Northern Region (Penang, Kota Bahru, Ipoh)

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.

Locations

Northern - Penang, Bukit Mertajam, Alor Setar, Kota Bharu, Ipoh & Taiping

Responsibilities

• Provide “One-Stop” and holistic banking solutions to our customers.
• Offer Professional Wealth Advice – be part of the leading wealth solutions team in the industry and supported by a regional wealth panel, constantly engaging with our wealth specialists, sensing the pulse of the global economy, and offering professional advice and appropriate financial solutions to our Premier Banking customers, achieving your revenue target.
• Be Our Premier Banking Advocate and Acquire New Customer – involved in events and sales activities in line with the PB business direction and other sales initiatives, engaging customers and prospects, acting as ambassador of the bank to share the benefits and invite them to be part of the Premier Banking.
• Service – proactively engage PB customers to establish a good relationship, achieving a growing customer satisfaction and improving customer engagement score consistently.
• Compliance – adhere diligently to all documentary and procedural requirements, ensure no lapses in control, submit statutory and regulatory reports on time, and maintain zero defect in account opening, sales transaction execution, loan submission, and others.

Qualifications

• Diploma and above holder with minimum 2 years sales or service experience in the financial or service industry (e.g. airline, telco, hotel, tourism).
• License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) – added advantage.
• Strong interest in financial planning, investment, lending, and sales.
• Strong understanding of financial and non-financial markets, excellent communication and interpersonal skills.
• Good social networking skills and ability to deliver and maintain high quality customer service.
• Multilingual – added advantage.
• Own transport and willingness to travel.
• Annual Leave, medical and insurance coverage.