Investment Advisory Specialist Sg

5 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

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