Premier Relationship Manager - Seremban

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

Job summary

OCBC is looking for a dynamic Premier Banking Associate in Malaysia to provide tailored financial solutions and drive growth in the Premier Franchise. The role emphasizes client relationship building, event-based sales activities, and superior service at every touchpoint.

Ideal candidates hold a Bachelor's degree, 3–5 years of sales experience, and the required licenses (PCE, CEILI, FIMM). A valid driving license and own transport are preferred for on-site client meetings.

Qualifications

• Bachelor's degree in any field is required.
• Strong interest in financial planning and sales-focused environment.
• 3–5 years' experience in sales and client relationship management.
• Must possess PCE, CEILI and FIMM licenses; IPPC is a plus.
• Possess good interpersonal and communication skills; able to deliver high quality customer service.
• Must have a valid driving license and own transport.

Responsibilities

• Provide financial solutions to Premier Banking customers and expand Premier Franchise via marketing initiatives.
• Plan, organize, participate and execute events and sales activities aligned with Premier Banking direction.
• Deliver excellent customer experience to Premier Banking customers at all touch points.
• Build sustainable relationships through timely follow-ups and understanding customer needs.
• Proactively engage Premier Banking customers to sustain high satisfaction.
• Adhere to all policies, regulatory risk and compliance requirements.

Skills

Sales experience

Client relationship

Financial planning

PCE license

CEILI license

FIMM license

IPPC advantage

Driving license

Education

Bachelor's degree

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.

• 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.