WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
• Handling wealth products management end-to-end process flow. (Unit Trust, Bonds, Structured Products). • Launch Wealth financing, handle end to end process include matrix for margin of financing, customer credit risk (CCRIS, CTOS, DSR ratio) etc. • Selecting fund focus and underlying for structured investment with quantitative and qualitative modelling. • Implement risk modelling (drawdown, volatility, liquidity risk, credit risk etc) for all Wealth investment products and client assessment. • Enhance customer investment journey with portfolio review and model portfolio publication for premier clients with rule-based advisory, uplifting cross sell opportunity.
Research: Conducting research and liaise with internal and external stakeholders to select appropriate products for launching. Including Unit Trust, retail bond, and structured investment. Initiated “model portfolio” to help building investment portfolio according to one’s risk behaviour. Advisory: Acting as investment specialist for OCBC Head quarter, strengthen the investment business’ client facing capability and to plan active role in developing competencies and capabilities of the branch channels. Provide joint sales, training, market updates to junior and senior RMs. Coaching junior sales force on how to link market news to product pitching, how to build a comprehensive portfolio according to client’s profile. Treasury Products: Filtering products that is in line with market outlook (short & long term). Conduct pricing on the treasury product and back test to study the performances. Coaching junior on the product management skills including due diligence, nationwide training and dealing with internal stakeholders.
•Responsible for sales & marketing, advice, executing retail and institutional futures trades. •Create sustainable managed futures strategies with goal of low drawdown and standard deviation, return distribution close to normal with upward sloping equity line through finance modelling and valuation using excel
Work closely with Finance, Risk, Marketing and Technology teams to deliver integrated strategies for target customers and be part of and contribute to the Sales Team to assist the business to achieve their objectives