📌 Core Information
🔹 Job Title: PPC Client Advisor (Onshore)
🔹 Company: OCBC
🔹 Location: Singapore (OCBC Singapore Head Office)
🔹 Job Type: Full-Time
🔹 Category: Banking & Financial Services
🔹 Date Posted: July 10, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Managing a portfolio of clients to drive business growth
- Conducting needs analysis to provide personalized solutions
- Promoting OCBC's products and services to clients
- Collaborating with internal stakeholders to resolve client issues
- Meeting and exceeding sales targets while maintaining high customer satisfaction
ASSUMPTION: This role requires a balance of sales, customer service, and relationship-building skills. Success depends on understanding clients' needs and matching them with OCBC's products and services.
📋 Key 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 OCBC's products and services to clients, highlighting 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
ASSUMPTION: This role involves a high degree of client interaction and requires strong communication and interpersonal skills.
🎯 Required Qualifications
Education: A degree or diploma in a relevant field, such as business or finance
Experience: At least 2 years of experience in a client-facing role, preferably in the financial services industry
Required Skills:
- Strong communication and interpersonal skills
- Proactive and results-driven approach
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple clients
Preferred Skills:
- Bilingual or multilingual skills (advantageous but not required)
ASSUMPTION: While not explicitly stated, proficiency in English is likely required for this role due to the nature of the work and the industry.
💰 Compensation & Benefits
Salary Range: SGD 4,000 - 6,000 per month (Estimated based on industry standards for similar roles and experience levels)
Benefits:
- Competitive base salary
- Holistic, flexible benefits to suit every lifestyle
- Community initiatives
- Industry-leading learning and professional development opportunities
Working Hours: Monday to Friday, 9:00 AM to 6:00 PM (with a 1-hour lunch break)
ASSUMPTION: The salary range is an estimate based on industry standards for similar roles and experience levels. The actual salary may vary depending on the candidate's qualifications and the company's discretion.
📌 Applicant Insights
🔍 Company Context
Industry: Banking & Financial Services
Company Size: 10,001+ employees (OCBC is one of the largest banks in Southeast Asia)
Founded: 1932 (OCBC is the longest established Singapore bank)
Company Description:
- OCBC is dedicated to enabling individuals and businesses to achieve their aspirations
- Offers a wide range of financial services, including consumer banking, business banking, investment banking, wealth management, and insurance
- Committed to becoming a future-ready learning organization through leveraging technology and creativity
Company Specialties:
- Consumer Banking
- Business Banking
- Investment Banking
- Transaction Banking
- Wealth Management
- Private Banking
- Insurance
- Asset Management
- Stockbroking
Company Website: http://www.ocbc.com
ASSUMPTION: As a large, established bank, OCBC offers a wide range of career opportunities and benefits. However, the competitive nature of the industry may result in a high volume of applications for this role.
📊 Role Analysis
Career Level: Mid-level (2-5 years of experience)
Reporting Structure: This role reports directly to the PPC Team Manager
Work Arrangement: On-site, full-time
Growth Opportunities:
- Progression to senior roles within the PPC team or other departments
- Learning and development opportunities through OCBC's industry-leading programs
- Potential to work on high-profile projects and collaborate with diverse teams
ASSUMPTION: Given OCBC's size and diversity, there are ample opportunities for career growth and development within the organization.
🌍 Location & Work Environment
Office Type: Corporate headquarters
Office Location(s): 65 Chulia St, Singapore, Singapore 049513
Geographic Context:
- Singapore is a global financial hub with a multicultural environment
- The OCBC headquarters is located in the central business district, offering easy access to public transportation and amenities
- The office is equipped with modern facilities and amenities to support a productive work environment
Work Schedule: Monday to Friday, 9:00 AM to 6:00 PM (with a 1-hour lunch break)
ASSUMPTION: The work environment at OCBC's headquarters is likely to be professional, dynamic, and multicultural, reflecting the diverse nature of the financial services industry in Singapore.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening
- Face-to-face interview with the hiring manager
- Final interview with the PPC Team Manager
Key Assessment Areas:
- Communication and interpersonal skills
- Sales and customer service skills
- Problem-solving and analytical skills
- Cultural fit and alignment with OCBC's values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills
- Prepare examples of your sales and customer service experiences
- Research OCBC's products and services to demonstrate your understanding of the role
ATS Keywords: Client Management, Needs Analysis, Sales, Communication, Interpersonal Skills, Proactive Approach, Customer Satisfaction, Relationship Building
ASSUMPTION: As a large organization, OCBC may use Applicant Tracking Systems (ATS) to filter and manage job applications. Including relevant keywords in your resume can help your application stand out.
🛠️ Tools & Technologies
- Customer Relationship Management (CRM) software (e.g., Salesforce)
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Communication tools (e.g., email, instant messaging, video conferencing)
ASSUMPTION: While not explicitly stated, proficiency in using common office software and communication tools is likely required for this role.
👔 Cultural Fit Considerations
Company Values:
- Customer-centric
- Integrity
- Respect
- Excellence
- Teamwork
Work Style:
- Collaborative
- Results-driven
- Adaptable
- Innovative
Self-Assessment Questions:
- Do you have a strong customer focus and a genuine desire to help others succeed?
- Are you comfortable working in a dynamic, fast-paced environment and adapting to change?
- Do you thrive in a collaborative work environment and enjoy working with diverse teams?
ASSUMPTION: As a large, multicultural organization, OCBC values diversity and inclusion. Candidates who can demonstrate a strong cultural fit and alignment with the company's values are likely to be successful in this role.
⚠️ Potential Challenges
- Managing a high volume of clients and maintaining high levels of customer satisfaction
- Working in a competitive and dynamic industry
- Adapting to changes in the market and OCBC's products and services
- Balancing sales targets with exceptional customer service
ASSUMPTION: While these challenges may present obstacles, they also offer opportunities for growth and development in the role.
📈 Similar Roles Comparison
- Compared to other PPC Client Advisor roles, this position may offer a wider range of products and services to promote, as well as a larger client base to manage
- OCBC's extensive network and industry presence may provide more opportunities for career growth and development
- This role may have a stronger focus on relationship-building and customer service compared to other similar positions
ASSUMPTION: While this role shares similarities with other PPC Client Advisor positions, its unique aspects make it a valuable opportunity for the right candidate.
📝 Sample Projects
- Developing and implementing a targeted marketing campaign to promote a new OCBC product
- Conducting a needs analysis for a high-value client and presenting a tailored solution
- Collaborating with internal stakeholders to resolve a complex client issue and improve the client's overall experience
ASSUMPTION: These sample projects demonstrate the range of responsibilities and skills required for this role, as well as the opportunity to work on high-impact initiatives.
❓ Key Questions to Ask During Interview
- What are the key priorities for this role in the first 90 days?
- How does OCBC support the professional development and growth of its employees?
- What is the typical career path for someone in this role, and what opportunities exist for advancement?
- How does OCBC measure and evaluate the success of its PPC Client Advisors?
- What is the work environment like, and how does the team collaborate and support each other?
ASSUMPTION: Asking thoughtful questions during the interview process can help you better understand the role, the team, and the company, and demonstrate your interest in and preparation for the position.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills
- Prepare examples of your sales and customer service experiences
- Research OCBC's products and services to demonstrate your understanding of the role
- Follow up with the hiring manager within one week of submitting your application to express your interest and reiterate your qualifications
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
