Job Description

Responsibilities:

Strategy and Planning

• Responsible for managing the overall profitability of respective product lines (FX, DCIs & Structured Notes).
• Management of overall product strategy.Identify key product trends and work with both internal (mainly Treasury) and external parties to establish product ideas and generation.

Business Performance and Management

• Assisting with ad-hoc department projects, client seminars and monthly investment meetings.
• Any other responsibilities/tasks as assigned by the Management from time to time.
• Manage day-to-day operations of FX, DCIs & Structured Notes.
• Perform weekly updates of house views to sales staff.

People Management

• Key contact point for product providers (mainly Treasury) and primary gatekeeper to assess product viability.

Regulatory Compliance

• Ensure proper Due Diligence on Investment products prior to product launch (where applicable), and proper updates and documentation of the department's policies & procedures / SOPs.
• 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 product/sales management role

Technical/Functional Skills

• Business acumen, analytical and results-oriented
• Strong collaboration, networking and alliance building skills
• Strong product management, innovation, design-thinking and sales and communication skills
• Well attuned to the market environment, industry practices and regulations governing the Wealth Management business
• Good knowledge of the CIMB product shelf, gaps and opportunities, to identify appropriate routes to market based on strategies developed
• Basic accounting & financial modelling (for business cases)