PPC Client Advisor - AVP

OCBC Bank; Singapore; On-site; SGD 45,000 - 75,000; Full time

Job summary

OCBC Bank in Singapore seeks a PPC Client Advisor to help clients achieve their financial goals by understanding needs and offering tailored solutions. You will build long-term relationships, drive business growth, and collaborate with internal teams to deliver seamless service.

The role emphasizes a customer-centric approach, proactive opportunity identification for upselling and cross-selling, and maintaining high customer satisfaction in a fast-paced banking environment.

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.
• Strong communication and interpersonal skills, with the ability to build rapport with clients.
• Proactive and results-driven, with a strong focus on customer satisfaction.

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

Communication skills

Interpersonal skills

Customer focus

Proactive selling

Education

Business/Finance degree

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. 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.

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. 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.

Let's build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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.

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.