Investment Advisory Specialist SG
- Singapore
- Permanent
- Full-time
- 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
- Adherence to applicable regulatory guidelines and operate the business within the approved regulatory environment
- 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