Client Advisor / Senior Relationship Manager, Premier Private Client

Client Advisor / Senior Relationship Manager, Premier Private Client

Oversea-chinese Banking Corporation Limited
Kuala Lumpur Malaysia
8-11 years
Not Specified

Job Description


Job Description :
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 achieve 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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