PPC Client Advisor — Client Growth Specialist

OCBC

Kuala Lumpur

On-site

MYR 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary
Flexible benefits
Community initiatives
Industry-leading learning and开发

Job summary

OCBC Bank is seeking a PPC Client Advisor in Kuala Lumpur to help clients achieve their financial goals by offering personalized solutions and building lasting relationships. You will understand client needs, present OCBC products, and work with colleagues to deliver seamless service while driving business growth.

The role requires a degree or diploma in business or finance, at least 2 years in a client-facing role, and strong communication skills.

Qualifications

  • Degree or diploma in business, finance, or related field.
  • At least 2 years in a client-facing role.
  • Strong communication and interpersonal skills.
  • Ability to upsell and cross-sell with a customer-centric approach.

Responsibilities

  • Manage a portfolio of clients and build long-term relationships.
  • Conduct needs analyses to offer personalized solutions.
  • Present and promote OCBC products and services.
  • Collaborate with internal teams to deliver seamless service.
  • Meet sales targets while maintaining high customer satisfaction.

Skills

Communication skills
Interpersonal skills
Client relationships
Proactive mindset

Education

Degree or diploma in business/finance

Job description

OCBC Bank is seeking a PPC Client Advisor in Kuala Lumpur to help clients achieve their financial goals by offering personalized solutions and building lasting relationships. You will understand client needs, present OCBC products, and work with colleagues to deliver seamless service while driving business growth.

The role requires a degree or diploma in business or finance, at least 2 years in a client-facing role, and strong communication skills.

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