Investment Specialist (PPC)

Investment Specialist (PPC)

Oversea-chinese Banking Corporation Limited
Kuala Lumpur Malaysia
5-7 years
Not Specified

Job Description


Job Description :
This position will oversee the Premier Private Client segment
The primary responsibility will include meeting with customers to review their financial situation and coordinate with the Senior Relationship Managers regarding investment holdings and performance of the portfolio
Strengthen the investment business’ customer facing capability and to play an active role in developing the competencies and capabilities of Senior Relationship Managers in the full range of investment solutions which include
oUnit Trust Funds
oDual Currency Investments
oRetail Bonds and Credit Linked Investments
oCommodity Index Investments
oEquity Linked Investments
oPortfolio Management
Key responsibilities will include
oPerform joint appointments with Senior Relationship Managers with the goal of building stronger consulting capabilities
oConstant engagement with the Senior Relationship Managers to develop their consulting capabilities specifically in recommending investing solutions to the PPC segment
oActive involvement alongside sales channels in customer ‘prospecting’, relationship building and new business pitches
oWork with product teams, research team and sales channels to ensure proper follow through of market updates, customer portfolio actions and other business development opportunities
oRepresent the business and speak at appropriate customer forums Qualifications
Job Requirements:
oHave at least 5-7 years experience in a front-line capacity with wealth management products
oMust have exceptional understanding of the full range of investment expertise in wealth management and related products, services and process
oHave solid understanding of financial markets and be able to communicate at all levels, internally and externally.
oAble to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction
oLeadership qualities demonstrated both in terms of a role model and in creative thinking.
oA team player with a motivational, hands-on approach.
oFlexibility to travel to different branches
oCandidate should evidence strong ability to articulate complex ideas and develop them into tangible benefits to customers, coach and develop talents, cope with ambiguities.

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