Client Advisor / Senior Relationship Manager, Premier Private Client Client Advisor / Senior Relationship Manager,  …

OCBC Bank (Malaysia) Berhad
in Kuala Lumpur, Malaysia
Permanent, Full time
Last application, 14 Oct 20
Competitive
OCBC Bank (Malaysia) Berhad
in Kuala Lumpur, Malaysia
Permanent, Full time
Last application, 14 Oct 20
Competitive
Client Advisor / Senior Relationship Manager, Premier Private Client
Roles & Responsibilities

Financial
  • To provide quality wealth advisory services and financial product recommendations to HNW Private Clients.
  • To enhance franchise value by cross-selling appropriate wealth solutions based on advisory based approach.
  • To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking level) customers via contacts, referrals and marketing initiatives.

    Service
  • To provide excellent customer experience to our Private Client customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
  • To build sustainable relationship with Private Client customers by timely follow-ups and anticipate customers' needs.
  • To proactively engage Private Client customers to a chieve continuous customer satisfaction level.

    Compliance
  • To adhere to all related policies, regulatory risk and compliance matters including processes and procedures.
  • To ensure no operational and control lapses.
  • To ensure timely submission of both statutory and regulatory reports.
  • To ensure adherence and compliance to all sales advisory, processes and procedures.



Qualifications
Job Requirements:
  • Bachelor's degree, in any field, from an accredited university / colleges
  • Minimum 8 years' experience in financial industry with exposure in client relationship/ frontline role
  • Priority will be given to those with relevant licenses and certification (IPPC, etc); for those with module 12 and 19A is an added advantage
  • Possess strong understanding of both financial and non-financial markets, as well as excellent
  • Possesses own transport and willing to travel
  • Preferably multi-lingual


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