PPC Client Advisor

OCBC; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Industry-leading learning and开发

Job summary

OCBC Bank is seeking a PPC Client Advisor in Kuala Lumpur to help clients achieve their financial goals by offering personalized solutions and building lasting relationships. You will understand client needs, present OCBC products, and work with colleagues to deliver seamless service while driving business growth.

The role requires a degree or diploma in business or finance, at least 2 years in a client-facing role, and strong communication skills.

Qualifications

• Degree or diploma in business, finance, or related field.
• At least 2 years in a client-facing role.
• Strong communication and interpersonal skills.
• Ability to upsell and cross-sell with a customer-centric approach.

Responsibilities

• Manage a portfolio of clients and build long-term relationships.
• Conduct needs analyses to offer personalized solutions.
• Present and promote OCBC products and services.
• Collaborate with internal teams to deliver seamless service.
• Meet sales targets while maintaining high customer satisfaction.

Skills

Communication skills

Interpersonal skills

Client relationships

Proactive mindset

Education

Degree or diploma in business/finance

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.

This is the broad job description of the job profile.

PPC Client Advisor

Why Join

As a PPC Client Advisor at OCBC, you'll have the opportunity to make a real difference in the lives of our customers by helping them achieve their financial goals. You'll work closely with clients to understand their needs and provide personalized solutions, building long-term relationships and driving business growth.

How you succeed

To succeed in this role, you'll need to take a customer-centric approach, understanding the needs and desires of our clients and matching them with our products and services. You'll need to be proactive, identifying opportunities to upsell and cross-sell, and providing exceptional service to build trust and loyalty.

What you do

• Manage a portfolio of clients, building and maintaining relationships to drive business growth
• Conduct needs analysis to identify opportunities to provide personalized solutions
• Present and promote our products and services to clients, highlighting the benefits and features
• Collaborate with internal stakeholders to provide seamless service and resolve client issues
• Meet and exceed sales targets, while maintaining high levels of customer satisfaction

Who you are

• A degree or diploma in a relevant field, such as business or finance
• At least 2 years of experience in a client-facing role, preferably in the financial services industry
• Strong communication and interpersonal skills, with the ability to build rapport with clients
• Proactive and results-driven, with a strong focus on customer satisfaction
• Ability to work in a fast-paced environment, prioritizing tasks and managing multiple clients

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.

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

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
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers