PPC Client Advisor Assistant

OCBC Bank (Malaysia) Berhad; Johor Bahru; On-site; MYR 40,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning and development opportunities

Wellbeing and growth

Job summary

OCBC Bank (Malaysia) Berhad invites you to join our Private Banking Sales Support team. You will provide crucial admin support to relationship managers and clients, helping deliver a seamless client experience and efficient onboarding.

You will coordinate client events, prepare reports and presentations, maintain client data, and collaborate with internal teams to resolve queries. A degree in business/finance and at least 2 years in a sales support or admin role are preferred.

Qualifications

• Degree or diploma in business or finance.
• At least 2 years in a sales support or administrative role, preferably in the financial industry.
• Excellent communication and interpersonal skills.
• Highly organized with the ability to multitask and prioritize.

Responsibilities

• Provide administrative support to relationship managers, including preparing client reports and presentations.
• Coordinate client events and meetings, ensuring timely and effective communication.
• Assist with client onboarding and account opening processes.
• Maintain accurate and up-to-date client records and databases.
• Collaborate with internal stakeholders to resolve client queries and issues.

Skills

Excellent communication

Interpersonal skills

Organized

Multitasking

Education

Bachelor's degree or Diploma in Business/Finance

Tools

Microsoft Office suite

CRM systems

Job description

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. Definitive job description should be reviewed and discussed between you and your manager. Private Banking Sales Support

Why Join

Imagine being part of a team that helps high net worth individuals achieve their financial goals. As a Private Banking Sales Support, you'll play a crucial role in delivering exceptional service and support to our relationship managers and clients. You'll be part of a dynamic team that values collaboration and innovation.

How you succeed

To excel in this role, you'll need to be highly organized and able to prioritize tasks effectively. You'll work closely with our relationship managers to provide administrative support, ensuring seamless execution of client transactions and events.

Your attention to detail and ability to multitask will be essential in delivering high-quality results.

What you do

• Provide administrative support to relationship managers, including preparing client reports and presentations
• Coordinate client events and meetings, ensuring timely and effective communication
• Assist with client onboarding and account opening processes
• Maintain accurate and up-to-date client records and databases
• Collaborate with internal stakeholders to resolve client queries and issues

Who you are

• A degree or diploma in a relevant field, such as business or finance
• At least 2 years of experience in a sales support or administrative role, preferably in the financial industry
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
• Highly organized and able to prioritize tasks effectively, with strong attention to detail
• Proficient in Microsoft Office and able to learn new systems quickly

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

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.

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