Associate Director, Treasury Specialist

Standard Chartered Bank; Kuala Lumpur; On-site; MYR 240,000 - 360,000; Full time

Job summary

Standard Chartered Bank is seeking an Associate Director, Treasury Specialist to support Wealth Solutions for high-net-worth clients. The role collaborates with Relationship Managers to tailor financial advice, covering equity products, bonds, structured investments, FX, unit trusts and insurance.

You will help drive revenues and craft strategic plans to meet financial targets. The position requires a finance-related degree and potentially CFA/CFP certification, with a strong background in

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Professional certification (CFA, CFP) is preferred.
• Proven experience in a treasury or financial advisory role, preferably within a banking environment.
• Strong understanding of financial markets, investment products, and services.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to work collaboratively with Relationship Managers and other stakeholders.
• Outgoing disposition with good communication and interpersonal skills.

Responsibilities

• Collaborate with Relationship Managers to serve high-net-worth clients with products like Equity Structured Products, Retail Bond, Structured Investment, FX, Unit Trust and Insurance.
• Understand affluent clients' needs to tailor financial advice and solutions.
• Drive CMPS revenue and develop strategic plans for all business lines to meet budgets.
• Develop and implement personalized financial strategies.
• Stay informed about market trends and regulatory changes to provide up-to-date advice.
• Maintain high client satisfaction through proactive support and service.
• Build and maintain strong client relationships and understand evolving needs.
• Participate in client meetings to present financial solutions and strategies.
• Coordinate with internal teams to ensure seamless delivery of services.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Client-focused

Team collaboration

Education

Bachelor's degree in Finance/Economics/Business Admin

Professional certification (CFA/CFP) preferred

Job description

We are seeking a dynamic and experienced Associate Director, Treasury Specialist to join our Wealth Solutions team, the successful candidate will act as a key resource for Relationship Managers, enabling them to better serve our high-net-worth clients. This role involves understanding the specific needs of affluent clients and tailoring advice to ensure they receive the best possible support and solutions.

About Wealth and Retail Banking
Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

Key Responsibilities:

• Collaborate with Relationship Managers to provide comprehensive financial services to high-net-worth clients, key products:Equity Structured Products, Retail Bond, Structured Investment, FX, Unit Trust and Insurance Products
• Understand the unique needs and goals of affluent clients to offer tailored financial advice and solutions.
• Accountable to drive and deliver CMPS revenue andthe development of strategic plans for all business lines to ensure financial budget is delivered.
• Assist in the development and implementation of personalized financial strategies.
• Stay informed about market trends, financial products, and regulatory changes to provide up-to-date advice.
• Ensure a high level of client satisfaction through proactive support and exceptional service.
• Build and maintain strong relationships with clients, understanding their evolving financial needs.
• Participate in client meetings to present financial solutions and strategies.
• Work closely with internal teams to ensure seamless delivery of services and solutions

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Professional certification (e.g., CFA, CFP) is preferred.
• Proven experience in a treasury or financial advisory role, preferably within a banking environment.
• Strong understanding of financial markets, investment products, and services.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to work collaboratively with Relationship Managers and other stakeholders.
• Outgoing disposition, well-equipped with good communication and interpersonal skills