Premier Wealth Relationship Manager

OCBC; Ampang Jaya Municipal Council; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution in Malaysia is seeking candidates for a Consumer Financial Services role. The position involves providing financial solutions to Premier Banking customers, focusing on strong customer relationships and sales initiatives. Ideal applicants should have a Bachelor's degree and 3-5 years of sales experience. Strong communication skills and required licenses are essential. This is an opportunity to start a rewarding career in wealth management and banking, ensuring compliance and excellent customer service are maintained.

Qualifications

• 3 - 5 years of experience in sales and client relationship experience.
• Possess the required licenses (e.g PCE, CEILI & FIMM); IPPC will be an added advantage.
• Possess a valid driving license & own transport.

Responsibilities

• Provide appropriate financial solutions to Premier Banking customers.
• Build sustainable relationships with clients through follow-ups.
• Adhere to compliance and regulatory policies.

Skills

Strong interest in financial planning

Sales skills

Interpersonal skills

Communication skills

Customer service skills

Education

Bachelor's degree, in any field

Job description

A leading financial institution in Malaysia is seeking candidates for a Consumer Financial Services role. The position involves providing financial solutions to Premier Banking customers, focusing on strong customer relationships and sales initiatives. Ideal applicants should have a Bachelor's degree and 3-5 years of sales experience. Strong communication skills and required licenses are essential. This is an opportunity to start a rewarding career in wealth management and banking, ensuring compliance and excellent customer service are maintained.