Investment Strategist
3 days ago
Job Overview
Treasury Specialist - Premier Private Client (240001LP)We are seeking an experienced Treasury Specialist to join our team at OCBC Bank. As a key member of our Premier Private Client group, you will provide superior investment advisory services to our high net worth customers.
You will be responsible for providing timely investment strategy updates and developing innovative solutions to cater to the evolving needs of our clients.
Key Responsibilities- Deliver exceptional marketing, dealing, and execution services for all wealth products.
- Cross-sell and manage treasury portfolios to meet client needs and rollovers.
- Develop and maintain strong business and client relationships through excellent communication and interpersonal skills.
- Generate investment ideas and develop tailored investment solutions.
- Provide market trend analysis and strategic advice to clients and their advisors.
- Bachelor's degree in a relevant field from an accredited institution with at least 2 years of experience in equities/securities, foreign exchange, or retail bonds.
- Possess Investor Protection Professional Certification (IPPC) by AICB.
- Familiarity with Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a is desirable.
- Experience managing high net worth individuals is an asset.
- Excellent leadership and communication skills with the ability to influence and motivate others.
- Self-motivated team player with high attention to detail and ability to deliver under tight deadlines.
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