Investment Advisory Specialist Sg

2 weeks 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

  • Associate, Investment

    5 days ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...

  • Investment Banking Specialist SG

    2 weeks ago

    Singapore CIMB Singapore Full time

    Overview Investment Banking Specialist SG (DCM/ECM/Loan Market Syndication) – CIMB Singapore Join to apply for the Investment Banking Specialist SG (DCM/ECM/Loan Market Syndication) role at CIMB Singapore. Responsibilities Perform fundamental, financial and credit analysis for client funding or corporate requirements Preparation of high-quality pitch books...

  • Investment Banking Specialist SG

    2 days ago

    Singapore CIMB Singapore Full time

    Overview Investment Banking Specialist SG (DCM/ECM/Loan Market Syndication) – CIMB Singapore Join to apply for the Investment Banking Specialist SG (DCM/ECM/Loan Market Syndication) role at CIMB Singapore. Responsibilities Perform fundamental, financial and credit analysis for client funding or corporate requirements Preparation of high-quality pitch books...

  • Investment Sales Specialist

    1 day ago

    Singapore AIA FA Full time

    Company AIA FA Designation Investment Sales Specialist Date Listed 04 Nov 2024 Job Type Entry Level / Junior Executive - Free/ProjPart/TempIntern/TS Job Period Flexible Start - Flexible End Profession Insurance Industry Finance Location Name Singapore - Work from Home Allowance / Remuneration $1,000 - 3,000 monthly Company Profile AIA...

  • Investment Specialist

    2 weeks ago

    Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    Please refer to the JD: Investment Specialist THE OPPORTUNITY **We are seeking driven talents to join our team as a Investment Specialist. This position requires you identify trends, develop and implement sales strategies and to provide guidance and advisory to your clients. You will be part of a performance driven team with opportunities to learn and grow...

  • Svp, Investment Services Management

    6 days ago

    Singapore GIC Investment Full time

    Location: Singapore, SG- Job Function: Investment Services Private Markets- Job Type: Permanent- Req ID: 15841GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an...

  • Investment Specialist

    1 day ago

    Singapore INVICTUS ADVISORY PTE. LTD. Full time

    We are currently looking for passionate and experienced individuals to join us as Investment Specialists. Are you the one who can provide insightful investment strategies and build lasting client relationships? At Invictus, we believe in creating "Relationships for Life." We offer a dynamic environment where your expertise is valued and your contributions...

  • Principal Relationship Manager

    2 weeks ago

    Singapore CIMB Singapore Full time

    Description Overview Principal Relationship Manager - Wealth Advisory SG role at CIMB Singapore. Join to apply for the Principal Relationship Manager - Wealth Advisory SG position. Responsibilities Evaluate customers' needs and provide solutions in wealth protection and accumulation, retirement planning, estate preservation and endowment planning. Design and...

  • Investment Specialist Manager

    1 week ago

    Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    **Summit Planners Crusaders Pte Ltd **is a premier **One-Stop Integrated Financial Services Provider **, committed to delivering innovative, personalized, and holistic financial solutions. We cater to individuals and businesses, offering services ranging from wealth management and estate planning to investment advisory and insurance. We are looking for a...

  • Avp, Global Investments, Strategy

    2 weeks ago

    Singapore GIC Investment Full time

    Location: Singapore, SG Job Function: Private Equity **Job Type**: Permanent Req ID: 15026 **GIC Private Equity (PE)** GIC is a global investment firm and has one of the largest and broadest private equity programmes amongst all institutions. GIC PE invests across the Americas, Europe and the Asia-Pacific in a range of sectors including Healthcare,...