Investment Advisory Specialist Sg

6 days ago

Singapore CIMB Group Full time

**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 segmentsWork 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 analysisWork 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 opportunitiesDevelop attractive value propositions and solutions for the Bank

Regulatory Compliance
- Adhere to risk management policies and guidelinesAdherence 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, 8ACFA 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

  • Investment Advisory Specialist SG

    1 day ago

    Singapore Cimb Bank Berhad Full time

    Join to apply for the Investment Advisory Specialist SG role at CIMB Singapore . Job Description Product Selection & Solutions Innovation Work with investment product managers to identify suitable products for onboarding and develop a shortlist, leveraging the

  • Associate / Assistant Vice President, Corporate Finance & Advisory, Investment Banking and Advisory

    1 day ago

    Singapore Maybank Investment Banking Group Full time

    Associate / Assistant Vice President, Corporate Finance & Advisory, Investment Banking and Advisory Associate / Assistant Vice President, Corporate Finance & Advisory, Investment Banking and Advisory Maybank Securities, a leading brokerage and investment

  • Investment Operations Specialist SG

    7 days ago

    Singapore Cimb Bank Berhad Full time

    Join to apply for the Investment Operations Specialist SG role at CIMB Singapore 2 days ago Be among the first 25 applicants Join to apply for the Investment Operations Specialist SG role at CIMB Singapore Liaise with Private Bank Business Team and various supporting units to settle trades queries Liaise with in-house / external security agents for asset...

  • The Head of Investment Advisory

    1 week ago

    Singapore ASIA WEALTH PLATFORM PTE. LTD. Full time

    Roles & ResponsibilitiesAbout the JobStashAway is currently looking for a senior investment professional to join the team in our Singapore office to help us scale up our services The Head of Investment Advisory is accountable for scaling StashAway's investment‑advisory client journey across all markets, delivering data‑driven portfolio guidance, serving...

  • The Head of Investment Advisory

    2 weeks ago

    Singapore ASIA WEALTH PLATFORM PTE. LTD. Full time

    **About the Job**: StashAway is currently looking for a senior investment professional to join the team in our Singapore office to help us scale up our services! The Head of Investment Advisory is accountable for scaling StashAway’s investment‑advisory client journey across all markets, delivering data‑driven portfolio guidance, serving as an...

  • Head of Investment Advisory

    2 weeks ago

    Singapore Neara Full time

    StashAway is currently looking for a senior investment professional to join the team in our Singapore office to help us scale up our services The Head of Investment Advisory is accountable for scaling StashAway's investment‐advisory client journey across all markets, delivering data‐driven portfolio guidance, serving as an ambassador of the firm's...

  • Advisory Specialist, Prism Total Investment Advisor

    2 weeks ago

    Singapore HSBC Full time

    -Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Investment Advisor, Asean

    2 weeks ago

    Singapore Bank of Singapore Full time

    **Investment Advisor, ASEAN (AVP)** **-** **(**25000018**)** **Description** Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. - Provide premium investment advisory to Private Banking clients...

  • Vp, Regulatory Advisory Compliance

    2 weeks ago

    Singapore GIC Investment Full time

    Location: Singapore, SG- Job Function: Legal & Compliance Department- Job Type: Permanent- Req ID: 15316GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an...

  • Associate/AVP, Real Estate Investment Banking and Advisory and Equity Capital Markets

    1 day ago

    Singapore Maybank Investment Banking Group Full time

    Associate/AVP, Real Estate Investment Banking and Advisory and Equity Capital Markets Associate/AVP, Real Estate Investment Banking and Advisory and Equity Capital Markets Maybank Securities, a leading brokerage and investment