Investment Specialist (PPC)

  • Competitive
  • Kuala Lumpur, Malaysia Kuala Lumpur Kuala Lumpur MY
  • Permanent, Full time
  • OCBC Bank (Malaysia) Berhad
  • 20 Mar 18 2018-03-20

Investment Specialist (PPC)

 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
o Unit Trust Funds
o Dual Currency Investments
o Retail Bonds and Credit Linked Investments
o Commodity Index Investments
o Equity Linked Investments
o Portfolio Management

 Key responsibilities will include
o Perform joint appointments with Senior Relationship Managers with the goal of building stronger consulting capabilities
o Constant engagement with the Senior Relationship Managers to develop their consulting capabilities specifically in recommending investing solutions to the PPC segment
o Active involvement alongside sales channels in customer 'prospecting', relationship building and new business pitches
o Work with product teams, research team and sales channels to ensure proper follow through of market updates, customer portfolio actions and other business development opportunities
o Represent the business and speak at appropriate customer forums

Job Requirements:

o Have at least 5-7 years experience in a front-line capacity with wealth management products
o Must have exceptional understanding of the full range of investment expertise in wealth management and related products, services and process
o Have solid understanding of financial markets and be able to communicate at all levels, internally and externally.
o Able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction
o Leadership qualities demonstrated both in terms of a role model and in creative thinking.
o A team player with a motivational, hands-on approach.
o Flexibility to travel to different branches
o Candidate should evidence strong ability to articulate complex ideas and develop them into tangible benefits to customers, coach and develop talents, cope with ambiguities.