Wealth Product Specialist - Next-Gen Investment Solutions

OCBC Group

Kuala Lumpur

On-site

MYR 150,000 - 230,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary
Flexible benefits suite
Community initiatives
Learning & development opportunities
Equal opportunity
Fair employment
Culture and values fit
Wellbeing & growth

Job summary

OCBC Malaysia is seeking 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 and launch new products and continuously monitor and improve existing offerings.

You will balance business objectives with customer needs, manage the product lifecycle, and contribute to sales strategies and training programs, while leveraging industry-leading learning opportunities.

Qualifications

  • Degree in finance, economics, or business.
  • At least 3 years of wealth management experience.
  • Strong understanding of investment products and markets.
  • Strategic thinker with strong problem-solving and collaboration skills.

Responsibilities

  • Conduct market research and competitor analysis 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
Collaborative
Communication skills

Education

Bachelor's degree in finance/economics/business

Job description

OCBC Malaysia is seeking 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 and launch new products and continuously monitor and improve existing offerings.

You will balance business objectives with customer needs, manage the product lifecycle, and contribute to sales strategies and training programs, while leveraging industry-leading learning opportunities.

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