PPC Client Advisor: Grow Client Portfolios

OCBC company; Batu Pahat; On-site; MYR 60,000 - 96,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning & development opportunities

Equal opportunity

Job summary

OCBC invites you to join as a PPC Client Advisor where you will manage a portfolio of clients, perform needs analyses, and present tailored financial solutions to achieve their goals. The role requires a degree or diploma in business or finance, at least 2 years in client-facing roles, and strong communication in a fast-paced banking environment.

The position emphasizes proactive, results-driven service, relationship-building, and collaboration with internal teams to ensure high customer

Qualifications

• 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.

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 experience

Communication skills

Interpersonal skills

Upselling & cross-selling

Education

A degree or diploma in business/finance

Job description

OCBC invites you to join as a PPC Client Advisor where you will manage a portfolio of clients, perform needs analyses, and present tailored financial solutions to achieve their goals. The role requires a degree or diploma in business or finance, at least 2 years in client-facing roles, and strong communication in a fast-paced banking environment.

The position emphasizes proactive, results-driven service, relationship-building, and collaboration with internal teams to ensure high customer