Client Advisor

OCBC Malaysia; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Travel opportunities

Job summary

OCBC Malaysia is seeking a seasoned Private Banker to deliver wealth advisory services to High Net Worth Private Clients in Malaysia. You will collaborate with specialists to tailor financial plans and leverage our product suite to meet client goals.

You'll build and expand the Private Client franchise through referrals, marketing initiatives, and a client-centric advisory approach, while maintaining strict regulatory compliance and exceptional service standards across all touchpoints.

Qualifications

• Bachelor’s degree from accredited university.
• 8+ years in financial industry with client relationship/frontline experience.
• Licenses/certifications (IPPC) are a plus.
• Willingness to travel and multi-lingual preferred.

Responsibilities

• Provide wealth advisory services to High Net Worth Private Clients.
• Cross-sell suitable wealth solutions based on advisory approach.
• Acquire new High Net Worth clients via referrals and marketing initiatives.
• Deliver exceptional client experience across all touchpoints.
• Ensure compliance with regulatory policies and timely reporting.

Skills

HNW client advisory

Relationship management

Cross-selling

Travel readiness

Multi-lingual

Education

Bachelor's degree

Job description

Who We Are

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

Job Description

To excel in this role, you'll need to take a client-centric approach, understanding the unique needs and goals of each individual and family. You'll work closely with our team of experts to develop and implement comprehensive financial plans, leveraging our range of products and services to deliver exceptional results.

Financial

• Provide quality wealth advisory services and financial product recommendations to HNW Private Clients.
• Enhance franchise value by cross-selling appropriate wealth solutions based on advisory based approach.
• Expand the Private Client Franchise by acquiring new High Net Worth (Private Banking level) customers via contacts, referrals and marketing initiatives.

Service

• Provide excellent customer experience to our Private Client customers at all touch points via 3 distinctive service elements i.e. cared for, excellent and enhanced value.
• Build sustainable relationship with Private Client customers by timely follow-ups and anticipate customers’ needs.
• Proactively engage Private Client customers to achieve continuous customer satisfaction level.

Compliance

• Adhere to all related policies, regulatory risk and compliance matters including processes and procedures.
• Ensure no operational and control lapses.
• Ensure timely submission of both statutory and regulatory reports.
• Ensure adherence and compliance to all sales advisory, processes and procedures.

Who you are

Bachelor's degree, in any field, from an accredited university / college.

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.

What we offer

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Equal opportunity.
• Fair employment.
• Selection based on ability and fit with our culture and values.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Additional Information

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

Bank Overview

As Singapore's longest established bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world's highest credit rating (Aa1 by Moody's and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.