PPC Client Advisor
At a glance
Mid-level Paid Search / PPC role at Ocbc. OCBC Malaysia · full-time.
Pay not stated Paid Search / PPC salary
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and maintain relationships with high-net-worth individuals and families
- Assess clients’ financial needs and shape plans tailored to their goals
- Advise on investments and manage client portfolios
- Work with internal specialists to deliver broad financial solutions
- Find and develop new business opportunities
What you bring
- A degree in finance, business, or another relevant discipline
- At least five years in private banking or a related area
- Strong knowledge of investment products and services
- Clear communication, relationship-building, analytical, and problem-solving skills
- Comfort working quickly while meeting sales targets
Who this fits
This role suits a client-focused relationship manager who can understand individual and family goals, develop tailored financial plans, and pursue new business. It is based at OCBC Malaysia in Malaysia and focuses on high-net-worth clients and families.
From the employer
WHO WE ARE:
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? 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.
Affluent - Private Banking Relationship Manager
Why Join
Imagine a career where you can make a real difference in people's lives by helping them achieve their financial goals and aspirations. As a Private Banking Relationship Manager at OCBC, you'll have the opportunity to work with high net worth individuals and families, providing them with tailored financial solutions and building long-term relationships.
How you succeed
To succeed in this role, you'll need to take a client-centric approach, understanding the unique needs and goals of each individual and family. You'll work closely with our team of experts to develop and implement comprehensive financial plans, leveraging our full range of products and services to meet their needs.
What you do
Your day-to-day responsibilities will include:
- Building and maintaining relationships with high net worth individuals and families
- Conducting financial needs assessments and developing tailored financial plans
- Providing investment advice and portfolio management services
- Collaborating with our team of experts to deliver comprehensive financial solutions
- Identifying and pursuing new business opportunities
Who you are
- A degree in a relevant field, such as finance or business
- At least 5 years of experience in private banking or a related field
- Strong understanding of investment products and services
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet sales targets
- Strong analytical and problem-solving skills
Who we are
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? 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.
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