Job Description
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; and - 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; and - 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