Treasury Specialist

Treasury Specialist

Oversea-chinese Banking Corporation Limited
2-5 years
Not Specified

Job Description


Job Description :
  • 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 details of structured products.
  • Undertake other responsibilities or additional tasks as required from time to time to raise the standard in conduct treasury business
Qualifications
  • 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.
  • 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.

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