Senior Associate, GCB SP CIOO - Investment Solutions (Structured Products) MY
CIMB Group · Malaysia
Key Responsibilities *
Idea generation and monitoring
- Produce reports on investment ideas based on top-down and bottom-up analysis, employing qualitative and quantitative methodologies
- Keep abreast of financial markets and company developments through engagements with analysts/company management/industry experts
- Work closely with the relevant teams within the Chief Investment Office to generate ideas for Model Portfolios and Structured Investments
- Assist the Team with preparation of investment publications
Communication and stakeholder engagement
- Articulate investment ideas to Relationship Managers and clients via written and verbal channels
- Support Relationship Managers through updates on key market/company developments and house views as well as knowledge-sharing sessions on structured solutions and ETFs
- Work with internal stakeholders including Group Treasury & Markets and Investment Consultants/Advisors to improve sales efforts
Tailored portfolio advisory
Review and propose tailored strategies to optimize clients’ investment portfolios, aligned with individual investment goals, house views and recommended asset allocation.
Professional Qualification and/or Regulatory, Licensing requirements
- CMSRL holder for Investment Advice. CFA will be an added advantage.
Relevant Work Experience
- Equity research, technical & quantitaive analysis, asset management, finance and capital markets-related roles.
Skills (Essential to succeed in this job)
Hard Skills
- Sound fundamental and technical analysis, excellent written and verbal articulation of investment strategies, proficient with Microsoft Office and Bloomberg applications
Soft Skills
- Think Critically
- Communicate Clearly
- Create Accountability
- Build Relationships
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