Job Description

Responsibilities:

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