Financial Services Relationship Manager

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time
Job Description

We are seeking a skilled Financial Services Relationship Manager to join our team at OCBC Bank. The successful candidate will be responsible for managing a portfolio of middle market and corporate clients, including evaluating their loan applications, conducting credit reviews, and marketing and cross-selling the Bank's other products.

  • Evaluate client financial information to determine potential lending opportunities.
  • Develop and implement plans to achieve sales targets and enhance customer satisfaction.
  • Maintain relationships with existing clients, identifying new business opportunities and providing exceptional customer service.
Responsibilities:
  • Monitor overall facility utilization and profitability of assigned portfolio.
  • Build rapport and develop meaningful networking in the customer's organization for priority in utilization of the Bank's facilities.
  • Identify customer needs and capture new financing and/or cross-selling opportunities, negotiating for the best margins to optimize account profitability.
Qualifications:
  • Possess excellent interpersonal skills, ability to build strong relationships with clients and colleagues.
  • A recognized degree preferably in Accounting, Finance, Economics, or Business, coupled with 2 to 5 years of experience in a similar field.
  • Good analytical skills in financial accounts and well-versed in cash flow analysis.
  • Result-oriented and able to work as a team.
  • Fluent in both spoken and written English.

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