Treasury Specialist

OCBC; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development opportunities

Community initiatives

Equal opportunity

Fair employment

Culture & values

Job summary

OCBC Malaysia is seeking a Wealth Management Product Specialist to develop and manage investment products that meet evolving customer needs. You’ll work with cross-functional teams to design, launch and enhance products while balancing business goals with client outcomes.

The role requires a degree in a relevant field and at least 3 years in wealth management, with strong knowledge of investment products and market trends. A collaborative, customer-focused mindset is essential.

Qualifications

• Degree in finance, economics, or business.
• At least 3 years of wealth management or related experience.
• Strong understanding of investment products and markets.
• Strategic thinker with excellent problem-solving skills.
• Collaborative team player with excellent communication skills.

Responsibilities

• Conduct market research and competitor analysis to identify opportunities for new product development.
• Collaborate with stakeholders to design and launch new investment products.
• Manage the product lifecycle from development to launch and ongoing maintenance.
• Analyze customer feedback and market trends to inform product enhancements.
• Work with sales teams to develop sales strategies and training programs.

Skills

Strategic thinking

Problem solving

Communication skills

Team collaboration

Customer-focused

Education

Degree in finance/economics/business

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.

Wealth Management Product Specialist

Why Join

Imagine creating financial solutions that help people achieve their life goals and aspirations. As a Wealth Management Product Specialist at OCBC, you’ll play a key role in developing and managing investment products that meet the evolving needs of our customers. You’ll be part of a team that’s passionate about delivering innovative solutions that make a real difference in people’s lives.

How you succeed

To succeed in this role, you’ll need to stay ahead of the curve in terms of market trends and customer needs. You’ll work closely with cross-functional teams to design and launch new products, and continuously monitor and improve existing ones. Your ability to balance business objectives with customer needs will be critical to your success.

What you do

Your day-to-day responsibilities will include:

• Conducting market research and competitor analysis to identify opportunities for new product development
• Collaborating with stakeholders to design and launch new investment products
• Managing the product lifecycle, from development to launch and ongoing maintenance
• Analyzing customer feedback and market trends to inform product enhancements
• Working with sales teams to develop sales strategies and training programs

Who you are

• You have a degree in a relevant field, such as finance, economics, or business
• You have at least 3 years of experience in wealth management or a related field
• You have a strong understanding of investment products and markets
• You’re a strategic thinker with excellent problem-solving skills
• You’re a collaborative team player with excellent communication skills
• You’re passionate about delivering innovative solutions that meet customer needs

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.