Head, Treasury Specialist

OCBC Group; Kuala Lumpur; On-site; MYR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Community initiatives

Industry-leading learning & dev.

Equal opportunity

Fair employment

Growth & wellbeing focus

Job summary

OCBC Group in Malaysia invites a senior leader to helm the Private Banking Relationship Management team, guiding a group of relationship managers and delivering bespoke wealth solutions to high net worth clients, while fostering a culture of excellence.

You will develop and implement sales strategies to grow the client base, build lasting client relationships, mentor staff, collaborate with internal partners to stay compliant and market-aware, and drive talent development.

Qualifications

• Degree in finance or business; 10+ years in private banking/wealth management.
• At least 5 years in a leadership role, with proven team-building ability.
• Strong knowledge of wealth management products and services.
• Excellent leadership and communication skills; drives sales growth.
• Business acumen focused on client service and growth.

Responsibilities

• Lead a team of Private Banking Relationship Managers to achieve targets.
• Develop and implement sales strategies to grow the client base.
• Build and maintain relationships with high net worth individuals and their families.
• Collaborate with internal stakeholders to deliver integrated wealth solutions.
• Monitor and coach team performance, providing feedback and growth opportunities.

Skills

Leadership

Relationship management

Sales strategy

Team coaching

Communication

Wealth management knowledge

Education

Bachelor's in Finance or Business

Tools

CRM systems

Investment platforms

Regulatory/compliance tools

Job description

WHO WE ARE

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Private Banking Relationship Management Leadership

Why Join

Imagine leading a team of Private Banking Relationship Managers who deliver exceptional wealth management solutions to high net worth individuals. As a leader in OCBC's Private Banking team, you'll have the opportunity to build long-term relationships with clients, drive business growth, and develop the skills of your team members.

How you succeed

To excel in this role, you'll need to combine strong leadership skills with a deep understanding of wealth management products and services. You'll focus on building a high-performing team, driving sales growth, and delivering exceptional client service. You'll also need to stay up-to-date with market trends and regulatory requirements.

What you do

• Lead a team of Private Banking Relationship Managers to achieve business targets
• Develop and implement sales strategies to drive growth and expand the client base
• Build and maintain relationships with high net worth individuals and their families
• Collaborate with internal stakeholders to deliver integrated wealth management solutions
• Monitor and manage team performance, providing coaching and feedback to team members

Who you are

• A degree in a relevant field, such as finance or business
• At least 10 years of experience in private banking or wealth management, with a minimum of 5 years in a leadership role
• Strong knowledge of wealth management products and services, including investment, credit, and insurance solutions
• Excellent leadership and communication skills, with the ability to motivate and develop team members
• Strong business acumen, with a focus on driving sales growth and delivering exceptional client service

Who we are

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

What we offer

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Equal opportunity.
• Fair employment.
• Selection based on ability and fit with our culture and values.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

What we offer

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
• Let’s build the bank we need for the future we want.
• Find the best version of yourself in a friendly, supportive team.
• Build lasting value in your community.
• Help people grow their assets, business, and investments.
• Take your learning as far as you can.
• Or simply enjoy a vibrant, future-ready career.
• Your Opportunity Starts Here.

Who we are

We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.