Premier Relationship Manager - Petaling Jaya

OCBC; Petaling Jaya; On-site; MYR 60,000 - 120,000; Full time

Job summary

OCBC is seeking a Premier Banking professional to provide financial solutions and drive growth in the Premier Franchise. You will engage customers, plan events, and deliver excellent service at all touchpoints.

The role emphasizes relationship-building, timely follow-ups, and initiative in a sales-driven environment, requiring a degree and relevant licenses.

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

• To provide appropriate financial solutions to 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.
• To provide excellent customer experience to Premier Banking customers at all touch points via cared for, excellent and enhanced value.
• To build sustainable relationships with Premier Banking customers through timely follow-ups and anticipation of customers’ needs.
• To proactively engage Premier Banking customers to achieve continuous customer satisfaction.

Skills

Interpersonal skills

Sales experience

Communication skills

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.