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CIMB

Investment Advisory Specialist SG

CIMB
BusinessSingaporeFull-time3 weeks ago
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About the role

AI summarised

Investment Advisory Specialist at a bank, responsible for product selection, distribution channel management, and building strategic capabilities for wealth management. The role involves working with product managers, sales staff, and the CIO team to develop and promote investment products while ensuring regulatory compliance.

BusinessFull-timeGeneral

Key Responsibilities

  • 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.
  • 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.
  • Work with the CIO team to manage client communications (eg. correspondences and market updates), together with product providers (where applicable).
  • Lead / support initiatives to discover new market gaps and product opportunities.
  • Develop attractive value propositions and solutions for the Bank.
  • Adhere to risk management policies and guidelines.

Requirements

  • Bachelor's Degree
  • CMFAS 1B, 5, 6, 6A, 8, 8A
  • CFA or CFP would be an advantage
  • 3-10 years of Banking experience, with a minimum of 3 years in a relationship management, investment advisory or product management role
  • 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