Job Description

• Responsible for the acquisition of new-to-Premier Private Banking clients with AUM RM3mil & above
• Prospect, identify and cross sell the OCBC Premier Private Banking client value proposition to target segment
• Present client value proposition to target audience through collaboration with internal business partners and also to better achieve mutual business goals together
• Work in partnership with assigned Premier Private Banking Centre team to enhance vicinity customer base and to meet clients’ unique needs
• Identify cross-sell opportunities to deepen and increase share of wallet for the bank
• Organize acquisition activities to get new sources of lead generation and new business
• Fixing of appointments through telesales & networking
• Conduct all required KYC, AML procedures and documentation
• Meet the compliance and control standards set in the end to end client onboarding process

Qualifications

• Minimum 3 years of excellent acquisition sales or business development experience in the high net worth space
• Tertiary Education, preferably Bachelor’s degree
• Strong new relationship building skills
• Possess a sharp business development focus and demonstrative innovative approaches
• Able to anticipate client requests/needs and resolves queries in a timely manner
• Demonstrates a natural interest about the economy, local markets and regional
• Highly driven and positively motivated
• Effective communication and interpersonal skills
• Polished and mature to handle the affluent market segment
• Efficient in MS Office Suite