Treasury Specialist, Premier Wealth

Maybank | Date Posted: 9-Nov-2018
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Job Nature:
Position Level:
Experienced, Manager
Bachelor's / Honours

Job Description

• Provide timely market updates and accurate product information to clients and stakeholders. This includes interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products
• Proactive engagement with assigned Relationship Managers to identify New-to-Product clients
• Portfolio counseling to clients (market views, trade ideas, explanation of products) by co-operating with RMs on joint client meetings, and preparing investment proposals
• Provide regular review on clients’ investments portfolio
• Ensure prompt and accurate execution of trades
• Facilitate book-building of product deals in an efficient process
• Ensure compliance with regulatory and internal compliance policies as applicable
• Provide support for daily market updates
• Conduct continuing education for RMs on Structured Products, Currencies and Debt securities



• Minimum 3 years covering the relevant products, in priority banking platform
• Excellent interpersonal and communication skills, both verbal and written
• Strong interest in investment products. Candidates with the relevant experience will have an added advantage
• Initiative, self-motivated and client centric
• Client-oriented, pleasant, meticulous and obliging disposition
• Certifications Required: M1, M5, M6, M6A & M8

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