Malaysia Job Openings

OCBC Bank

Treasury Specialist - Premier Private Client

Kuala Lumpur

FULL TIME

October 22, 2024

Treasury Specialist - Premier Private Client - (240001LP)
  • Provide superior investment advisory to PPC customer, 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 PPC business.
  • Key Responsibilities
  • Marketing, dealing, and Execution for all Wealth Product
  • To cross sell and manage Treasury Portfolio of PPC Customer to cater their investments needs & rollovers.
  • Establish, develop, and maintain strong business and client relationships
  • To Generate Investment Ideas and Develop Investment Solutions (especially Treasury Product).
  • To Provide timely Investment strategy and update pertaining to their treasury product to both Client Advisors & 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.
Primary Location: Malaysia-Kuala Lumpur-Kuala Lumpur
Job: Treasury Specialist
Organization: MAL CFS - Premier Private Client
Schedule: Permanent

Job Posting: 22-Oct-2024, 7:34:05 PM
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