Senior Client Advisor — Banking & Wealth Growth

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

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.