Premier Relationship Manager

Job Description

Premier Relationship Manager – Kluang | OCBC Bank

The Tone:
This is a full-time role at OCBC Bank, located in Kluang, Malaysia. The Group Consumer Financial Services (GCFS) division is dedicated to empowering consumers to achieve their life goals by offering a comprehensive suite of banking and financial services, ranging from branch to premier banking. This position plays a pivotal role within the Premier Banking segment, focusing on expanding the Premier client base and delivering bespoke financial solutions. The Premier Relationship Manager is instrumental in cultivating deep, sustainable relationships with high-net-worth customers, ensuring an exceptional banking experience in an award-winning environment.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Malaysia
• Team: Part of the Group Consumer Financial Services (GCFS) team, specifically Premier Banking.
• Mission: To provide tailored financial solutions and exceptional service to Premier Banking customers, expanding the franchise and ensuring compliance.

What You’ll Actually Do
• Client Advisory & Acquisition: Provide appropriate financial solutions to Premier Banking customers and actively expand the Premier Franchise by acquiring new Premier Banking customers through various marketing initiatives.
• Business Development & Events: Plan, organize, participate in, and execute events and sales activities that are aligned with the Premier Banking business direction and related sales initiatives to drive growth.
• Premium Customer Experience: Deliver excellent customer experience at all touch points for Premier Banking customers, embodying the three distinctive service elements: being cared for, demonstrating excellence, and offering enhanced value.
• Relationship Management & Retention: Build and nurture sustainable relationships with Premier Banking customers through timely follow-ups, proactive engagement, and anticipating their needs to ensure continuous satisfaction.
• Regulatory Compliance & Operational Integrity: Adhere strictly to all related policies, regulatory risk, and compliance matters, ensuring zero operational or control lapses, and maintaining zero defects in account opening, sales transactions, loan submissions, and timely report submissions.

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