Associate, Investment Solutions (Funds) – Private Wealth Segment

CIMB; Kuala Lumpur; On-site; MYR 67,000 - 112,000; Full time

Job summary

CIMB in Kuala Lumpur seeks a capable investment professional to provide sound, research-backed advice on funds and fund-related matters to the sales team. You will support the CIO Office strategy, prepare fund reviews, and help maintain the Funds Model Portfolio for client recommendations.

You will engage with fund managers, sales teams, and relationship managers, attending updates and client meetings to tailor investment proposals to portfolios and risk profiles.

Qualifications

• Must have completed Modules 12 and 19 examinations.
• Prior experience and knowledge in mutual funds will be an advantage.

Responsibilities

• Provide sound and well-researched investment advice on funds and fund-related matters to the sales team.
• Adhere to the CIO Office's strategy and outlook, and communicate clearly and effectively to both internal and external stakeholders through publications and presentations.
• Assist the Team Lead in constructing, monitoring, and managing the Funds Model Portfolio (FMP) used by sales teams for client recommendations.
• Assist in formulating, monitoring, and reviewing the Recommended Funds list, covering global, regional, and local markets across asset classes such as equities, fixed income, multi-asset, money market, private equity, and REITs/real estate.
• Keep the sales team updated on developments, key trends, and outlooks relating to Recommended Funds.
• Prepare and publish fund reviews and analytical reports on fund performance, as well as thematic and ad hoc reports.
• Assist in the evaluation of new and potential funds for inclusion on the product shelf.
• Attend updates conducted by fund houses and/or fund managers. Maintain and build relationships with asset management personnel, including fund managers, sales teams, and product teams.
• Assist sales teams with client investment proposals and portfolio reviews, and respond to queries from relationship managers.
• Attend client meetings, upon request from sales teams, to provide investment advisory services tailored to clients' portfolios, risk appetites, and investment needs.
• Support and contribute to the development and implementation of fund products, investment strategies, and ad hoc projects that contribute to the overall success of the business.

Skills

Investment advisory

Fund analysis

Stakeholder communication

Portfolio support

Education

Modules 12 and 19 examinations

Job description

• Provide sound and well-researched investment advice on funds and fund-related matters to the sales team.
• Adhere to the CIO Office's strategy and outlook, and communicate clearly and effectively to both internal and external stakeholders through publications and presentations.
• Assist the Team Lead in constructing, monitoring, and managing the Funds Model Portfolio (FMP) used by sales teams for client recommendations.
• Assist in formulating, monitoring, and reviewing the Recommended Funds list, covering global, regional, and local markets across asset classes such as equities, fixed income, multi-asset, money market, private equity, and REITs/real estate.
• Keep the sales team updated on developments, key trends, and outlooks relating to Recommended Funds.
• Prepare and publish fund reviews and analytical reports on fund performance, as well as thematic and ad hoc reports.
• Assist in the evaluation of new and potential funds for inclusion on the product shelf.
• Attend updates conducted by fund houses and/or fund managers. Maintain and build relationships with asset management personnel, including fund managers, sales teams, and product teams.
• Assist sales teams with client investment proposals and portfolio reviews, and respond to queries from relationship managers.
• Attend client meetings, upon request from sales teams, to provide investment advisory services tailored to clients' portfolios, risk appetites, and investment needs.
• Support and contribute to the development and implementation of fund products, investment strategies, and ad hoc projects that contribute to the overall success of the business.

Key Requirements

• Must have completed Modules 12 and 19 examinations.
• Prior experience and knowledge in mutual funds will be an advantage.