Employment Type
Application Dates
Opportunity Overview
Graduate Jobs
Competitive Salary
Required Level of Study
Bachelor degree
Areas of Work
Banking & Financial Services
Marketing, Advertising, and PR
Degrees Accepted

PPC - Client Advisor Acquisition (Northern Region)

Job Description

  • Responsible for the acquisition of new-to-Premier Private Banking clients with AUM RM3mil & above
  • Prospect, identify and cross sell the OCBC Premier Private Banking client value proposition to target segment
  • Present client value proposition to target audience through collaboration with internal business partners and also to better achieve mutual business goals together
  • Work in partnership with assigned Premier Private Banking Centre team to enhance vicinity customer base and to meet clients’ unique needs
  • Identify cross-sell opportunities to deepen and increase share of wallet for the bank
  • Organize acquisition activities to get new sources of lead generation and new business
  • Fixing of appointments through telesales & networking
  • Conduct all required KYC, AML procedures and documentation
  • Meet the compliance and control standards set in the end to end client onboarding process


  • Minimum 3 years of excellent acquisition sales or business development experience in the high net worth space
  • Tertiary Education, preferably Bachelor’s degree
  • Strong new relationship building skills
  • Possess a sharp business development focus and demonstrative innovative approaches
  • Able to anticipate client requests/needs and resolves queries in a timely manner
  • Demonstrates a natural interest about the economy, local markets and regional
  • Highly driven and positively motivated
  • Effective communication and interpersonal skills
  • Polished and mature to handle the affluent market segment
  • Efficient in MS Office Suite