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Jobs or company...

Investment Advisory Specialist SG

Salary undisclosed
Checking job availability...
Original
Simplified
Responsibilities

 JOB DESCRIPTION

Product Selection & Solutions Innovation

  • Work with investment product managers to identify suitable products for onboarding and develop a shortlist of products, by leveraging on the bank’s open architecture investment platform while taking into account CIO views
  • Ensure that investment product offerings meet the needs of various CIMB Bank customer segments
  • Work with product providers on training and equipping CIMB sales staff with the necessary skills and market updates to excel

Distribution Channel Management and Marketing

  • Promote unit trust & other investment product ideas to our sales force and team leads
  • Plan and coordinate regular product updates and product training programmes
  • Support the implementation of marketing activities and client seminars relating to investment products
  • Accompany sales staff for joint appointments, and offer advisory services from a long-term portfolio management perspective
  • Provide sales support through regular competitive analysis
  • Work with the CIO team to manage client communications (eg. correspondences and market updates), together with product providers (where applicable)

Build Strategic Capabilities within CIMB Bank

  • Lead / support initiatives to discover new market gaps and product opportunities
  • Develop attractive value propositions and solutions for the Bank

Regulatory Compliance

  • Adhere to risk management policies and guidelines
  • Adherence to applicable regulatory guidelines and operate the business within the approved regulatory environment

Requirements

Qualifications

  • Bachelor’s Degree

Professional Qualification and/or Regulatory, Licensing Requirements

  • CMFAS 1B, 5, 6, 6A, 8, 8A
  • CFA or CFP would be an advantage

Relevant Work Experience

  • 3-10 years of banking experience, with a minimum of 3 years in a relationship management, investment advisory or product management role

Technical/Functional Skills

  • Business acumen, analytical and results oriented
  • Strong collaboration, networking and alliance building skills
  • Strong investments product knowledge, innovation, sales and communication skills
  • Well informed of the market environment, industry practices and regulations governing the Wealth Management business
  • Good knowledge of the product shelf, gaps and opportunities, to identify appropriate routes to market based on strategies developed
Responsibilities

 JOB DESCRIPTION

Product Selection & Solutions Innovation

  • Work with investment product managers to identify suitable products for onboarding and develop a shortlist of products, by leveraging on the bank’s open architecture investment platform while taking into account CIO views
  • Ensure that investment product offerings meet the needs of various CIMB Bank customer segments
  • Work with product providers on training and equipping CIMB sales staff with the necessary skills and market updates to excel

Distribution Channel Management and Marketing

  • Promote unit trust & other investment product ideas to our sales force and team leads
  • Plan and coordinate regular product updates and product training programmes
  • Support the implementation of marketing activities and client seminars relating to investment products
  • Accompany sales staff for joint appointments, and offer advisory services from a long-term portfolio management perspective
  • Provide sales support through regular competitive analysis
  • Work with the CIO team to manage client communications (eg. correspondences and market updates), together with product providers (where applicable)

Build Strategic Capabilities within CIMB Bank

  • Lead / support initiatives to discover new market gaps and product opportunities
  • Develop attractive value propositions and solutions for the Bank

Regulatory Compliance

  • Adhere to risk management policies and guidelines
  • Adherence to applicable regulatory guidelines and operate the business within the approved regulatory environment

Requirements

Qualifications

  • Bachelor’s Degree

Professional Qualification and/or Regulatory, Licensing Requirements

  • CMFAS 1B, 5, 6, 6A, 8, 8A
  • CFA or CFP would be an advantage

Relevant Work Experience

  • 3-10 years of banking experience, with a minimum of 3 years in a relationship management, investment advisory or product management role

Technical/Functional Skills

  • Business acumen, analytical and results oriented
  • Strong collaboration, networking and alliance building skills
  • Strong investments product knowledge, innovation, sales and communication skills
  • Well informed of the market environment, industry practices and regulations governing the Wealth Management business
  • Good knowledge of the product shelf, gaps and opportunities, to identify appropriate routes to market based on strategies developed