Strategic PPC Advisor for High-Impact Campaigns

OCBC Group; Batu Pahat; Hybrid; MYR 72,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Equal opportunity workplace

Job summary

OCBC Malaysia seeking a Private Banking Client Advisor to manage a portfolio of high-net-worth clients onsite in Batu Pahat. You will deliver tailored financial solutions and aim to grow client wealth through strategic planning.

The role requires a degree in finance/economics/business and at least 5 years of private banking experience, with strong market knowledge and excellent communication skills. CFP/CFA is highly desirable, and the team emphasizes relationship-building and results.

Qualifications

• Degree in finance, economics, or business.
• 5+ years of experience in private banking or wealth management.
• Strong knowledge of financial markets, products, and services.

Responsibilities

• Manage a portfolio of high net worth clients with tailored financial solutions.
• Conduct financial needs analysis and develop comprehensive financial plans.
• Collaborate with investment, wealth planning, and credit specialists to deliver integrated solutions.

Skills

Relationship management

Financial analysis

Market knowledge

Interpersonal skills

CFP/CFA desirable

Education

Finance/Economics/Business degree

Job description

OCBC Malaysia seeking a Private Banking Client Advisor to manage a portfolio of high-net-worth clients onsite in Batu Pahat. You will deliver tailored financial solutions and aim to grow client wealth through strategic planning.

The role requires a degree in finance/economics/business and at least 5 years of private banking experience, with strong market knowledge and excellent communication skills. CFP/CFA is highly desirable, and the team emphasizes relationship-building and results.