Investment Advisory Specialist

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

About the Role

The Treasury Specialist role at OCBC Bank involves providing superior investment advisory to HNWI clients. This includes managing client portfolios, developing business relationships, generating investment ideas, and providing timely market advice.

Key Skills and Qualifications
  1. Education: A bachelor's degree in a related field from an accredited university/college.

  2. Experience: At least 2 years of experience in equities, securities, foreign exchange, or retail bonds.

  3. Certifications: Investor Protection Professional Certification (IPPC) by AICB and Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a.

  4. Skills: Strong communication and interpersonal skills, with the ability to influence and lead by example.

What We Offer

We offer a competitive salary package and opportunities for career growth and development. If you are a motivated and experienced professional looking to take your career to the next level, please submit your application.



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