PPC Client Advisor Assistant

OCBC; Johor Bahru; On-site; MYR 60 - 90; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Professional development opportunities

Equal employment opportunity

Job summary

OCBC Bank is seeking a Private Banking Sales Support to provide essential administrative support to relationship managers and clients. You will help prepare client reports, coordinate events, and assist with client onboarding while maintaining accurate records and collaborating with internal teams.

The role requires strong organizational skills, excellent communication, and proficiency in Microsoft Office, with the ability to multitask in a fast-paced financial services environment.

Qualifications

• Excellent communication and interpersonal skills.
• Highly organized with ability to prioritize tasks effectively.
• Proficient in Microsoft Office and able to learn new systems quickly.

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

Communication skills

Interpersonal skills

Organization

Attention to detail

Microsoft Office

Education

Bachelor's 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.

• 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

• 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.

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.