Client Advisor Assistant

OCBC Bank

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profile Job Location:

Kuala Lumpur - Malaysia

profile Monthly Salary: Not Disclosed
Posted on: 17 hours ago
Vacancies: 1 Vacancy

Job Summary

WHO WE ARE:

As Singapores 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 were 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 Asias 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 Banking Sales SupportWhy JoinImagine being part of a team that helps high net worth individuals achieve their financial goals. As a Private Banking Sales Support youll play a crucial role in delivering exceptional service and support to our relationship managers and clients. Youll be part of a dynamic team that values collaboration and you succeedTo excel in this role youll need to be highly organized and able to prioritize tasks effectively. Youll work closely with our relationship managers to provide administrative support ensuring seamless execution of client transactions and events. Your attention to detail and ability to multitask will be essential in delivering high-quality you do- Provide administrative support to relationship managers including preparing client reports and presentations- Coordinate client events and meetings ensuring timely and effective communication- Assist with client onboarding and account opening processes- Maintain accurate and up-to-date client records and databases- Collaborate with internal stakeholders to resolve client queries and issuesWho you are- A degree or diploma in a relevant field such as business or finance- At least 2 years of experience in a sales support or administrative role preferably in the financial industry- Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues- Highly organized and able to prioritize tasks effectively with strong attention to detail- Proficient in Microsoft Office and able to learn new systems quicklyWho we areAs Singapores 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 were on a journey of transformation. Leveraging technology and creativity to become a future-ready learning for all that change our strategic ambition is consistently clear and bold which is to be Asias leading financial services partner for a sustainable 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 we offerCompetitive 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.


Required Experience:

Unclear Seniority

WHO WE ARE:As Singapores 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 nee...
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Key Skills

  • Business Development
  • Customer Services
  • Journal Entries
  • Powerpiont
  • Account Management
  • Communication
  • CRM
  • General Ledger Accounts
  • Salesforce
  • Project Management
  • Client Services
  • Payroll
  • Customer Relationships
  • Client Management
  • Data Analysis

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与华侨银行一起探索金融服务的世界,来自新加坡,值得信赖的银行。立刻了解我们的各种银行解决方案。

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