Treasury and Investment Professional

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time
Treasury Specialist Position

As a Treasury Specialist at OCBC Bank, you will have the opportunity to work closely with High Net-Worth Individuals (HNWI) clients, providing them with expert investment advice and guidance.

Main Objectives:

  1. Deliver top-notch client service by understanding their unique financial goals and developing personalized investment strategies.
  2. Collaborate effectively with internal teams to identify and capitalize on opportunities that align with clients' interests.
  3. Stay up-to-date on market trends and economic conditions, making informed recommendations to clients and internal stakeholders.
  4. Continuously seek ways to improve the wealth management business, enhancing marketing efforts, trading activities, and operational efficiency.

Required Skills:

  1. A minimum of a bachelor's degree in a related field from an accredited university/college, accompanied by at least 2 years of relevant experience in equities/securities, foreign exchange, or retail bonds.
  2. Investor Protection Professional Certification (IPPC) by AICB is mandatory.
  3. Module 6 & 7 and Module 12 & 19a certifications are advantageous but not necessary.
  4. Familiarity with wealth products, particularly managing HNWI clients, is highly desirable.
  5. Excellent written and verbal communication skills, with the ability to build rapport and establish trust with clients.
  6. A motivated and organized individual with a keen eye for detail, capable of meeting deadlines and delivering quality results.


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