Treasury Sales

An exciting opportunity has arisen for a Treasury Sales Specialist to join a highly respected financial institution in Kuala Lumpur.

What you'll do:

As a Treasury Sales Specialist, you will play a pivotal role in connecting corporate clients with tailored treasury solutions that meet their unique financial objectives.

• Develop and maintain strong relationships with corporate clients by understanding their treasury needs and providing suitable product solutions.
• Engage with clients both virtually and in-person to present treasury products such as foreign exchange, money market instruments, and basic derivative offerings like interest rate swaps or cross-currency swaps.
• Collaborate closely with internal teams including back-office settlement staff to ensure seamless execution of client transactions and high-quality service delivery.
• Stay updated on relevant market trends, economic developments, and financial news to identify new business opportunities for the organisation.
• Communicate effectively with clients, colleagues, and stakeholders using excellent verbal and written communication skills in English; proficiency in Mandarin or Japanese is considered an advantage.
• Support the preparation of presentations, reports, and proposals using Microsoft Office tools such as Excel, PowerPoint, Word, and Outlook.
• Demonstrate a thorough understanding of treasury products by advising clients on appropriate solutions based on their specific requirements.
• Participate actively in team meetings and contribute ideas to enhance service quality and client satisfaction within the department.
• Ensure compliance with internal policies as well as regulatory requirements when handling client transactions or sensitive information.
• Continuously seek feedback from clients to improve service delivery while fostering long-term loyalty through dependable support.

What you bring:

To excel as a Treasury Sales Specialist, you will bring hands-on experience from either financial services or treasury management environments.

• Minimum 1-4 years of experience working within financial services or treasury management roles is essential for success in this position.
• A PPKM Certificate is preferred but not mandatory; candidates without it are still encouraged to apply if they have relevant experience.
• Proven track record in corporate banking sales or back-office settlement functions is highly regarded alongside direct treasury sales exposure.
• Solid understanding of basic treasury products including foreign exchange (FX), money market instruments, interest rate swaps, and cross-currency swaps is required.
• Exceptional verbal and written communication abilities in English are necessary; additional language skills such as Mandarin or Japanese are advantageous but not compulsory.
• Demonstrated ability to develop rapport with clients as well as internal stakeholders through considerate communication and empathetic listening.
• Proficiency in Microsoft Office applications (Excel, PowerPoint, Word, Outlook) is needed for preparing reports and presentations efficiently.
• A keen awareness of current market conditions combined with the ability to translate insights into actionable business opportunities will be beneficial.
• Dependable team player who enjoys sharing knowledge while contributing positively to group goals within a supportive environment.
• Commitment to upholding ethical standards by ensuring compliance with all relevant policies during client interactions.

What sets this company apart:

This organisation stands out for its unwavering commitment to fostering an inclusive workplace where every individual’s contributions are recognised and celebrated. Employees benefit from flexible working opportunities designed to promote work-life balance while enabling them to perform at their best. The company places great emphasis on professional development by offering access to ongoing training programmes that empower staff members at all levels. A culture rooted in cooperation ensures that everyone feels supported—whether they are interacting with clients or collaborating internally—which helps create an environment where people genuinely enjoy coming together each day. By prioritising shared success over individual achievement alone, this institution has built a reputation for trustworthiness among both employees and customers alike—a testament to its dedication towards nurturing talent within the financial sector.

What's next:

If you are ready to take the next step in your career journey within treasury sales while making a positive impact on those around you, this could be the perfect opportunity for you!

Apply today by clicking on the link provided—your future team looks forward to welcoming you onboard!

Do note that we will only be in touch if your application is shortlisted.

Agensi Pekerjaan Robert Walters Sdn Bhd
Business Registration Number : 729828-T
Licence Number : JTKSM 423C