Treasury Specialist
- Kuala Lumpur
- Permanent
- Full-time
Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.Key Responsibilities:
- Collaborate with Relationship Managers to provide comprehensive financial services to high-net-worth clients, key products: Equity Structured Products, Retail Bond, Structured Investment, FX, Unit Trust and Insurance Products
- Understand the unique needs and goals of affluent clients to offer tailored financial advice and solutions.
- Accountable to drive and deliver CMPS revenue and the development of strategic plans for all business lines to ensure financial budget is delivered.
- Assist in the development and implementation of personalized financial strategies.
- Stay informed about market trends, financial products, and regulatory changes to provide up-to-date advice.
- Ensure a high level of client satisfaction through proactive support and exceptional service.
- Build and maintain strong relationships with clients, understanding their evolving financial needs.
- Participate in client meetings to present financial solutions and strategies.
- Work closely with internal teams to ensure seamless delivery of services and solutions
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Professional certification (e.g., CFA, CFP) is preferred.
- Proven experience in a treasury or financial advisory role, preferably within a banking environment.
- Strong understanding of financial markets, investment products, and services.
- Excellent analytical and problem-solving skills.
- Exceptional communication and interpersonal skills.
- Ability to work collaboratively with Relationship Managers and other stakeholders.
- Outgoing disposition, well-equipped with good communication and interpersonal skills
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.