Treasury Specialist - Consumer Financial Services

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

Treasury Specialist - Consumer Financial Services

CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions. In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands‑on assignment, as well as exposure to the real-world challenges in Consumer Banking & Wealth Management. We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

Responsibilities

• Responsible for all treasury income line including structured products, retail bonds & foreign exchange.
• Establish great partnership with the Premier Relationship Managers to drive revenue growth and serve client's treasury needs
• Work closely with Premier Relationship Managers to understand clients' needs in order to tailor investment products suitable for the client
• To provide timely market information to Premier Relationship Managers and clients on market trends which can be converted to business opportunities
• Update Premier Relationship Manager and their clients on the underlying equities/bonds in their investments and recommend trade ideas
• Generate sound investment ideas that fit into client's portfolio and in line with the bank market outlook and capture any opportunities via treasury solutions
• Conduct trainings & coaching for Premier Relationship Managers to improve their competency in treasury products
• Liaise with treasury and product team on pricing

Desired skills

• Possesses Investor Protection Professional Certification (IPPC) by AICB
• Possesses Securities Commissions (SC) Module 6 & 7 and Module 12 & 19a would be an added advantage.
• 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.
• Applicants with financial products sales experience servicing High Net-Worth Individual (HNWI) is encouraged to apply.
• Must be able to speak and read both English & Mandarin. We are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients.
• Self-motivated team player who is able to work under pressure and have high attention to detail
• Good communication and interpersonal skills. Leadership skills through influencing and leading by example

OCBC Bank, is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southest Asia by assets and one of the world’s most high-rated banks, with an Aa1 rating from Moody’s. It is also ranked by Bloomberg Markets as the world’s strongest bank.

OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank’s key markets are Singapore’s Malaysia, Indonesia and Greater China. It has a network of over 600 branches and representative offices in 18 countries and territories, including more than 330 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP

OCBC Bank’s insurance subsidiary, Great Eastern Holdings, is the largest Insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Group Investor, is one of the largest private sector asset management companies in Southest Asia. Private Banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted ‘Outstanding Private Bank in Asia Pacific’ by Private Banker international

After being actively involved in offering Islamic banking products and services since 1995, OCBC Bank launched its wholly-owned Islamic banking subsidiary, OCBC Al-Amin Bank Berhad, on 1 December 2008. OCBC Al-Amin offers products and services which are developed based on the applicable Shariah contract and with the endorsement of the Shariah Advisory Committee to meet the requirements of both Muslims and non-Muslims alike.