Strategic Client Advisor — Grow Relationships & Wealth

ocbc; Singapore; On-site; SGD 42,000 - 70,000; Full time

Job summary

OCBC is seeking a PPC Client Advisor to manage client portfolios and deliver personalized financial solutions. You will identify client needs, present products, and collaborate with internal teams to ensure seamless service and strong relationships.

The role emphasizes proactive sales, upselling where appropriate, and maintaining high levels of customer satisfaction in a fast-paced 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 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.

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

Communication skills

Sales orientation

Relationship building

Education

Degree or Diploma in Business/Finance

Job description

OCBC is seeking a PPC Client Advisor to manage client portfolios and deliver personalized financial solutions. You will identify client needs, present products, and collaborate with internal teams to ensure seamless service and strong relationships.

The role emphasizes proactive sales, upselling where appropriate, and maintaining high levels of customer satisfaction in a fast-paced environment.