Investment Advisory Specialist SG
CIMB Singapore · Singapore
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
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