job description
Are you a high-performing banking professional passionate about delivering bespoke financial solutions to affluent clients? OCBC Bank is seeking a dedicated Premier Relationship Manager to join our elite Consumer Financial Services (CFS) team, serving our growing base of premium customers across Bukit Mertajam and Ipoh.
As a Premier Relationship Manager, you will be the face of OCBC, responsible for cultivating and deepening long-term relationships with high-net-worth individuals. You will leverage your expertise in wealth management, investment products, and banking services to help our clients achieve their financial goals. Join a forward-thinking organization that empowers you with the tools, technology, and support to excel in the competitive Malaysian banking sector.
Responsibility
- Proactively identify, acquire, and manage a portfolio of premier banking clients.
- Provide personalized financial advisory services, including investments, insurance, and retail banking products.
- Conduct regular portfolio reviews to ensure client financial strategies align with their goals and market conditions.
- Drive growth in AUM (Assets Under Management) through strategic client retention and new business development.
- Maintain high standards of service excellence and ensure compliance with all regulatory and internal policies.
- Collaborate with internal specialists (Treasury, Wealth Planning, Insurance) to provide comprehensive solutions.
- Participate in banking events and networking sessions to expand the client base.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Minimum 3-5 years of experience in relationship management or wealth management in the banking industry.
- Possess relevant financial certifications (e.g., PCE, CEILI, TBE, or equivalent).
- Strong understanding of market trends, investment products, and financial markets.
- Proven track record in meeting sales targets and managing client relationships.
- Excellent communication and interpersonal skills in English, Malay, and Chinese/dialects (preferred for local client interaction).
- Self-motivated, result-oriented, and able to work independently in a fast-paced environment.