PPC Client Advisor

OCBC company; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

A leading financial services company is seeking a PPC Client Advisor in Kuala Lumpur to manage client portfolios and drive financial growth. The ideal candidate will have a degree in business or finance and 2+ years of experience in customer-facing roles. Responsibilities include conducting needs analysis, promoting products and maintaining strong client relationships. This role offers competitive compensation, professional development opportunities, and a supportive work environment.

Qualifications

• At least 2 years of experience in a client-facing role, preferably in financial services.
• Ability to work in a fast-paced environment, managing multiple clients.
• Proactive and results-driven approach.

Responsibilities

• Manage a portfolio of clients while building and maintaining relationships.
• Conduct needs analysis to offer personalized solutions.
• Present and promote products and services to clients.

Skills

Strong communication

Customer satisfaction

Proactive approach

Interpersonal skills

Education

Degree or diploma in business or finance

Job description

You may choose to display a cookie banner on the external site. You must specify the message in the cookie banner and may add a link to a relevant policy. If you are unfamiliar with these requirements, please seek the advice of legal counsel.You are about to enter websites controlled or offered by third parties. OCBC hereby disclaims liability for any information, materials, products or services posted or offered at any of these third party web-sites. By creating a link to these third party web-sites, OCBC does not endorse or recommend any products or services offered or information contained on those web-sites or information fed by these third parties nor is OCBC liable for any failure of products or services offered or advertised at any of these third party web-sites. OCBC Group shall in no event be liable for any damages, loss or expense including without limitation, direct, indirect, special, or consequential damage, or economic loss arising from or in connection with any use of or access to any other website linked to this website, any system, server or connection failure, error, omission, interruption, delay in transmission, or computer virus and any services, products, information, data, software or other material obtained from this website or from any other website linked to this website. Any hyperlinks to any other websites are not an endorsement or verification of such websites and such websites should only be accessed at the user’s own risks. This exclusion clause shall take effect to the fullest extent permitted by law.You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.PPC Client Advisor page is loaded## PPC Client Advisorremote type: Onsitelocations: OCBC Malaysia, Bangsartime type: Full timeposted on: Posted Todayjob requisition id: JR00004862# **WHO WE ARE:** 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 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.