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Treasury Finance Expert

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

Job Overview

We are seeking a Treasury Specialist to join our team at OCBC Bank. The ideal candidate will have a bachelor's degree in a related field and at least 2 years of experience in equities, securities, foreign exchange, or retail bonds.

Key Responsibilities

  1. Client Portfolio Management: Manage a portfolio of High Net-Worth Individuals (HNWI) clients and cater to their investment needs.

  2. Business Development: Establish, develop, and maintain strong business and client relationships.

  3. Investment Strategies: Generate investment ideas and develop investment solutions.

  4. Market Advisory:

    • Provide timely investment advisory to relationship managers & clients on market trends, investment strategy & solutions.

  5. Innovation and Improvement: Undertake new initiatives and improvement projects to raise the standard of the Wealth Management Business Marketing, dealing, and execution for all Wealth Treasury Income Line.

Requirements
  1. A minimum of bachelor's degree in any related field from an accredited university/college with at least 2 years of relevant experience in equities/securities, foreign exchange, or retail bonds background.
  2. Possesses Investor Protection Professional Certification (IPPC) by AICB.
  3. Possesses Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a would be an added advantage.
  4. Applicants with wealth products experience managing High Net-Worth Individuals (HNWI) are encouraged to apply.
  5. Strong communication & interpersonal skills with the ability to influence and lead by example.
  6. Self-motivated team player with high attention to detail and the ability to deliver under stipulated timelines.