Premier Relationship Manager - Taiping

OCBC; Perak; On-site; MYR 60,000 - 100,000; Full time

Job summary

OCBC Malaysia’s GCFS seeks a Premier Banking Associate to provide premier financial solutions and expand the Premier Franchise through marketing initiatives and events.

The role focuses on excellent client service, proactive relationship building, and strict compliance while meeting sales targets. Requirements: Bachelor’s degree, 3–5 years in sales or client relations, licenses (PCE, CEILI & FIMM; IPPC a plus), strong communication, and a valid driving license.

Qualifications

• Bachelor’s degree from an accredited university/college.
• Interest in financial planning and sales driven environment.
• 3–5 years’ experience in sales and client relations.
• Licenses: PCE, CEILI & FIMM; IPPC is a plus.
• Strong interpersonal and communication skills; driving license required.

Responsibilities

• Provide appropriate financial solutions to Premier customers and expand the Premier Franchise via marketing initiatives.
• Plan, organize, participate and execute events and sales activities aligned with Premier Banking strategy.
• Deliver excellent customer experience and build sustainable relationships through follow-ups.

Skills

Interpersonal skills

Communication skills

Sales experience

Client relationship management

Driving license

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.