Treasury Portfolio Manager

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

About the Role

Treasury Specialist - Premier Private Client (240001LP)

We are looking for a seasoned Treasury Specialist to join our team at OCBC Bank. As part of our Premier Private Client group, you will be responsible for delivering exceptional investment advisory services to our discerning clients.

You will work closely with our clients to understand their investment goals and objectives, providing tailored investment solutions to meet their evolving needs.

Responsibilities
  1. Develop and execute comprehensive marketing strategies for all wealth products.
  2. Manage and grow treasury portfolios to meet client requirements and achieve growth targets.
  3. Build and maintain strong relationships with clients and stakeholders through effective communication and interpersonal skills.
  4. Identify and develop new investment opportunities and solutions.
  5. Provide regular market updates and strategic advice to clients and their advisors.
Qualifications
  1. Degree in a relevant field from a reputable institution with at least 2 years of experience in equities/securities, foreign exchange, or retail bonds.
  2. Hold Investor Protection Professional Certification (IPPC) by AICB.
  3. Familiarity with Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a is advantageous.
  4. Proven track record of managing high net worth individuals is preferred.
  5. Strong leadership and communication skills with the ability to motivate and influence others.
  6. Highly motivated team player with excellent attention to detail and ability to meet tight deadlines.


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