Premier Banking Relationship Manager

Job Description

Premier Relationship Manager – Segamat | OCBC Bank

The Tone:
This is a full-time role at OCBC Bank, located in Segamat, Malaysia. The Group Consumer Financial Services helps individuals achieve their financial goals through a wide array of services, spanning from general branch banking to specialized premier banking solutions. This role is crucial for expanding the Premier Banking client base, providing expert financial guidance, and delivering an exceptional customer experience within an award-winning environment.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Segamat, Malaysia

• Team: Group Consumer Financial Services (GCFS) – Premier Banking
• Mission: To provide appropriate financial solutions and an excellent customer experience to Premier Banking clients while expanding the franchise and ensuring full compliance.

What You’ll Actually Do
• Financial Solutions: Provide appropriate financial solutions to Premier Banking customers and expand the Premier Franchise by acquiring new clients through marketing initiatives.
• Sales Initiatives: Plan, organize, participate in, and execute events and sales activities aligned with Premier Banking business directions.
• Customer Experience: Deliver an excellent customer experience at all touch points, focusing on being cared for, excellent, and offering enhanced value.
• Relationship Management: Build and sustain relationships with Premier Banking customers through timely follow-ups and anticipating their financial needs to achieve continuous satisfaction.
• Compliance & Operations: Adhere to all related policies, regulatory risk, and compliance matters, ensuring zero operational lapses, control issues, or defects in transactions and reporting.

The Must-Haves
• Background: Bachelor’s degree in any field from an accredited university or college, with a strong interest in financial planning and investment.
• Experience: 3 to 5 years of experience in sales and client relationship management within a sales-driven environment.
• Skills: Possession of required licenses (PCE, CEILI & FIMM), good interpersonal and communication skills, ability to deliver high-quality customer service, and a valid driving license with own transport.
• Bonus: Possession of the IPPC license.