PPC Client Advisor - Batu Pahat

OCBC Bank (Malaysia) Berhad; Batu Pahat; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning & development

Community initiatives

Culture & values alignment

Wellbeing & growth

Job summary

OCBC Bank Malaysia is seeking a PPC Client Advisor to build lasting relationships with clients, understand their financial needs, and deliver personalized solutions that drive growth.

You will conduct needs analyses, present our products, upsell where appropriate, collaborate with internal teams, and strive to exceed sales targets while maintaining high customer satisfaction in a fast-paced environment.

Qualifications

• A degree or diploma in business or finance.
• At least 2 years in a client-facing role.
• Strong communication and interpersonal skills.
• Proactive and results-driven.
• Ability to manage multiple clients.

Responsibilities

• 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.

Skills

Client facing

Upselling

Cross-selling

Relationship building

Communication

Education

Business degree

Finance degree

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.

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.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

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.
• 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.

Equal opportunity.

Fair employment.

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.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

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.
• 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.

Equal opportunity.

Fair employment.

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.

OCBC Bank, is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southest Asia by assets and one of the world’s most high-rated banks, with an Aa1 rating from Moody’s. It is also ranked by Bloomberg Markets as the world’s strongest bank.

OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank’s key markets are Singapore’s Malaysia, Indonesia and Greater China. It has a network of over 600 branches and representative offices in 18 countries and territories, including more than 330 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP

OCBC Bank’s insurance subsidiary, Great Eastern Holdings, is the largest Insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Group Investor, is one of the largest private sector asset management companies in Southest Asia. Private Banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted ‘Outstanding Private Bank in Asia Pacific’ by Private Banker international

After being actively involved in offering Islamic banking products and services since 1995, OCBC Bank launched its wholly-owned Islamic banking subsidiary, OCBC Al‑Amin Bank Berhad, on 1 December 2008. OCBC Al‑Amin offers products and services which are developed based on the applicable Shariah contract and with the endorsement of the Shariah Advisory Committee to meet the requirements of both Muslims and non‑Muslims alike.

OCBC Bank, is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southest Asia by assets and one of the world’s most high-rated banks, with an Aa1 rating from Moody’s. It is also ranked by Bloomberg Markets as the world’s strongest bank.

OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank’s key markets are Singapore’s Malaysia, Indonesia and Greater China. It has a network of over 600 branches and representative offices in 18 countries and territories, including more than 330 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP

OCBC Bank’s insurance subsidiary, Great Eastern Holdings, is the largest Insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Group Investor, is one of the largest private sector asset management companies in Southest Asia. Private Banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted ‘Outstanding Private Bank in Asia Pacific’ by Private Banker international

After being actively involved in offering Islamic banking products and services since 1995, OCBC Bank launched its wholly‑owned Islamic banking subsidiary, OCBC Al‑Amin Bank Berhad, on 1 December 2008. OCBC Al‑Amin offers products and services which are developed based on the applicable Shariah contract and with the endorsement of the Shariah Advisory Committee to meet the requirements of both Muslims and non‑Muslims alike.