PPC - Client Advisor Acquisition (Southern Region)
3 days ago
Job Description - PPC - Senior Relationship Development Manager (Southern Region) (2200003U)
PPC - Senior Relationship Development Manager (Southern Region) - ( 2200003U )
Role & Responsibilities :
- 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
- 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
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