Premier Wealth Relationship Manager

OCBC; Kuantan; On-site; MYR 60,000 - 85,000; Full time

Job summary

OCBC Malaysia is recruiting for a Premier Banking Advisor to deliver financial solutions to premier clients. You will drive sales through events and targeted initiatives while maintaining high service standards. The role requires 3–5 years of client relationship experience and relevant licenses.

Ideal candidates have strong communication skills, a valid driving license and own transport, and a willingness to work in a sales-driven environment with regulatory compliance at the forefront.

Qualifications

• Bachelor's degree, from an accredited university/college.
• Interest in financial planning and investments; sales-driven role.
• 3–5 years sales and client relationship experience preferred.
• Necessary licenses: PCE, CEILI, FIMM; IPPC is a plus.
• Strong communication and interpersonal skills; driving license and own transport.

Responsibilities

• Provide financial solutions to Premier Banking customers and grow the Premier Franchise via marketing initiatives.
• Plan, participate in and execute events and sales activities aligned with Premier Banking goals.
• Deliver excellent customer experience at all touchpoints with a focus on care and value.
• Build sustainable relationships through timely follow-ups and proactive needs anticipation.
• Adhere to compliance policies and ensure accurate reporting and risk controls.

Skills

Sales experience

Client relationship management

Interpersonal communication

Driven by targets

Education

Bachelor's degree

Licenses: PCE, CEILI, FIMM

Job description

OCBC Malaysia is recruiting for a Premier Banking Advisor to deliver financial solutions to premier clients. You will drive sales through events and targeted initiatives while maintaining high service standards. The role requires 3–5 years of client relationship experience and relevant licenses.

Ideal candidates have strong communication skills, a valid driving license and own transport, and a willingness to work in a sales-driven environment with regulatory compliance at the forefront.