OCBC
Financial Services
PPCClientAdvisor-AVP
Neural analysis suggests this role is
optimal for Mid candidates.
“PPC Client Advisor - AVP at OCBC. Skills: Client relationship management, Needs analysis, Sales. Manage a portfolio of clients. Conduct needs analysis”
What You'll Achieve.
Driving business growth; Meet and exceed sales targets; Maintaining high levels of customer satisfaction
Industry & Context.
What They're Looking For.
Must Have
Degree or diploma in a relevant field, At least 2 years of experience in a client-facing role, communication and interpersonal skills, Proactive and results-driven, Ability to work in a fast-paced environment
Nice to Have
preferably in the financial services industry
What You'll Do.
Manage a portfolio of clients
Conduct needs analysis
Present and promote products
Meet and exceed sales targets
How You'll Work.
Team & Collaboration
Collaborate with internal stakeholders
Communication Scope
communication and interpersonal skills
Full 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. 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. 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 \- Prese
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