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

OCBC Bank (Malaysia) Berhad
à Kuala Lumpur, Federal Territory, Malaysia
CDI, Plein-temps
Dernière candidature, 14 oct. 20
Competitive
OCBC Bank (Malaysia) Berhad
à Kuala Lumpur, Federal Territory, Malaysia
CDI, Plein-temps
Dernière candidature, 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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