PPC Client Advisor Assistant

OCBC Malaysia; Johor Bahru; On-site; MYR 39,000 - 78,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development

Equal opportunity

Fair employment

Culture & values

Employee wellbeing

Job summary

OCBC Group is seeking a Private Banking Sales Support in Malaysia to support relationship managers with administrative tasks, client onboarding, and event coordination. You will prepare reports, maintain client records, and ensure seamless communication with clients and internal teams.

The role requires a degree or diploma in business or finance, and at least 2 years in a sales support or administrative capacity within financial services.

Qualifications

• 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.

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

Microsoft Office

Education

Degree or Diploma in business/finance

Tools

Microsoft Office

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. 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.
• 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.

As the longest established Singapore 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.