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Wealth Product Development Expert
1 week ago
About this Opportunity
Treasury Specialist - Premier Private Client (240001LP)We are looking for a results-driven Treasury Specialist to join our Premier Private Client group at OCBC Bank. As part of our team, you will be responsible for delivering exceptional investment advisory services to our discerning clients.
You will analyze market trends and develop innovative solutions to meet the complex needs of our clients.
Responsibilities- Develop and execute comprehensive marketing plans for all wealth products.
- Manage and grow treasury portfolios to meet client requirements and achieve growth targets.
- Build and maintain strong relationships with clients and stakeholders through effective communication and interpersonal skills.
- Identify and develop new investment opportunities and solutions.
- Provide regular market updates and strategic advice to clients and their advisors.
- Degree in a relevant field from a reputable institution with at least 2 years of experience in equities/securities, foreign exchange, or retail bonds.
- Hold Investor Protection Professional Certification (IPPC) by AICB.
- Familiarity with Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a is advantageous.
- Proven track record of managing high net worth individuals is preferred.
- Strong leadership and communication skills with the ability to motivate and influence others.
- Highly motivated team player with excellent attention to detail and ability to meet tight deadlines.
