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Senior Financial Relationship Specialist

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

Job Description

Role Overview

The primary goal of this position is to develop and execute a comprehensive strategy for managing relationships with key financial institutions in Malaysia, focusing on providing tailored financial solutions that meet their needs while maximising revenue generation.

Key Responsibilities
  1. Client Coverage: Develop and maintain strong relationships with insurance companies, fund managers, and other institutional investors in Malaysia, identifying opportunities to enhance existing partnerships and expand into new markets.
  2. Product Coverage: Provide expert guidance on Transactional Banking, Lending, Foreign Exchange, Money Markets, Interest Rate Derivatives, and Debt Capital Markets products, ensuring clients receive optimal solutions that align with their business objectives.
  3. Strategic Planning: Collaborate with the FI Head to design and implement strategic plans for each client, taking into account industry trends, growth projections, and funding strategies. Ensure these plans are executed efficiently, driving revenue growth and client satisfaction.
  4. Relationship Development: Foster strong relationships with existing clients through regular communication, relationship planning, and product specialists' engagement. Identify and pursue new business opportunities, working closely with deal structure teams to close transactions and meet revenue targets.

Requirements:

  • Minimum 5-8 years of relevant experience, preferably in cash management, treasury, lending, or capital markets.
  • CFA charter holder or equivalent qualification advantageous.
  • Excellent communication and interpersonal skills, with the ability to build trust with clients and colleagues alike.
  • Strong analytical and problem-solving abilities, with a willingness to adapt to changing market conditions.