- OCBC Treasury Specialist pride themselves with their values of providing superior investment advisory to HNWI clients, allowing them to prosper and achieving greater heights through investment Strategies & Solutions.
- They will be provided opportunities to undertake new initiative and improvement projects to raise the standard of the Wealth Management Business Marketing, dealing, and Execution for all Wealth Treasury Income Line.
- To manage a Portfolio of High Net-Worth Individuals (HNWI) clients and cater their investments needs.
- To establish, develop, and maintain strong business and client relationships.
- To generate Investment Ideas and Develop Investment Solutions.
- To provide timely Investment Advisory to both Relationship Managers & Clients on Market Trends, Investment Strategy & Solutions. Qualifications
- A minimum of bachelor's degree in any related field from an accredited university/college with at least 2 years and above of relevant experience on equities/securities, foreign exchange, or retail bonds background.
- Possesses Investor Protection Professional Certification (IPPC) by AICB.
- Possesses Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a would be an added advantage.
- Applicants with wealth products experience managing High Net-Worth Individual (HNWI) is encouraged to apply.
- Strong communication & interpersonal skills with ability to influence and lead by example.
- Self-motivated team player with high attention to details with ability to deliver under stipulated timeline.
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Treasury Specialist - Kuala Lumpur, Malaysia - OCBC Bank
