Treasury & Wealth Product Specialist

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

Job summary

OCBC Malaysia seeks a Wealth Management Product Specialist to develop and manage investment products that meet evolving customer needs. You will work with cross-functional teams to design, launch, and continuously improve financial solutions that help clients achieve their life goals.

The role requires a strong grasp of wealth management, market trends, and customer-centric product strategies, with a focus on sales enablement and program delivery in a dynamic banking environment.

Qualifications

• Requires degree in finance, economics, or business.
• Minimum 3 years in wealth management or related field.
• Strong understanding of investment products and markets.

Responsibilities

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

Skills

Wealth management

Investment products

Market research

Communication

Education

Bachelor's degree in Finance/Economics/Business

Job description

OCBC Malaysia seeks a Wealth Management Product Specialist to develop and manage investment products that meet evolving customer needs. You will work with cross-functional teams to design, launch, and continuously improve financial solutions that help clients achieve their life goals.

The role requires a strong grasp of wealth management, market trends, and customer-centric product strategies, with a focus on sales enablement and program delivery in a dynamic banking environment.