Treasury & Investment Advisor for Premier Clients

OCBC Bank (Malaysia) Berhad; Kuala Lumpur; On-site; MYR 67,000 - 112,000; Full time

Job summary

OCBC Bank (Malaysia) Berhad invites applications for a Treasury Specialist in Consumer Financial Services. You will be responsible for treasury income lines, work with Premier Relationship Managers to tailor investment products, and provide market insights to clients.

The role requires a bachelor’s degree and relevant experience in equities/securities, FX or retail bonds, with proficiency in English and Mandarin for client communication.

Qualifications

• Possesses IPPC certification by AICB; SC Module 6/7 and 12/19a are advantageous.
• Bachelor’s degree in a related field from an accredited university.
• Experience in equities/securities, FX or retail bonds; HNWI sales is a plus.
• Fluency in English and Mandarin is required for client communication.

Responsibilities

• Responsible for all treasury income lines including structured products, retail bonds & foreign exchange.
• Collaborate with Premier Relationship Managers to drive revenue and serve treasury needs.
• Tailor investment products to clients based on their needs.
• Provide timely market information and identify business opportunities.
• Update RM and clients on equities/bonds and suggest trades.
• Generate investment ideas aligned with portfolio and market outlook.
• Conduct trainings and coaching for RMs on treasury products.

Skills

IPPC Certification

SC Modules

Equities & Fixed Income

HNWI Sales Experience

Mandarin & English

Education

Bachelor's degree

Job description

OCBC Bank (Malaysia) Berhad invites applications for a Treasury Specialist in Consumer Financial Services. You will be responsible for treasury income lines, work with Premier Relationship Managers to tailor investment products, and provide market insights to clients.

The role requires a bachelor’s degree and relevant experience in equities/securities, FX or retail bonds, with proficiency in English and Mandarin for client communication.