Investment Advisory Specialist SG

CIMB Singapore; Singapore; Sur place; SGD 60 000 - 90 000; Plein temps

Résumé du poste

CIMB Singapore is seeking a professional for the Product Selection & Solutions Innovation role, focusing on onboarding investment products and ensuring compliance with regulations. You'll collaborate with product managers and sales staff, providing training on investment product offerings to meet customer needs. Required qualifications include a Bachelor's degree and CMFAS certifications, along with 3-10 years of banking experience, particularly in investment advisory or product management. Strong analytical, communication, and sales skills are essential.

Qualifications

• 3-10 years of Banking experience, with a minimum of 3 years in a relationship management, investment advisory, or product management role.
• CMFAS 1B, 5, 6, 6A, 8, 8A certification required.
• CFA or CFP would be an advantage.

Responsabilités

• Identify suitable investment products for onboarding and develop a shortlist.
• Promote unit trust & other investment product ideas to the sales force.
• Lead initiatives to discover new market gaps and product opportunities.
• Ensure compliance with regulatory guidelines.

Connaissances

Business acumen

Analytical skills

Collaboration

Sales knowledge

Investment product knowledge

Communication skills

Formation

Bachelor's Degree

Description du poste

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 segments.
• Work 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 analysis.
• Work with the CIO team to manage client communications (e.g. 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 opportunities.
• Develop attractive value propositions and solutions for the Bank.

Regulatory Compliance

• Adhere to risk management policies and guidelines.
• Adherence to applicable regulatory guidelines and operate the business within the approved regulatory environment.

Qualifications

• Bachelor’s Degree

Professional Qualification and/or Regulatory, Licensing Requirements

• CMFAS 1B, 5, 6, 6A, 8, 8A
• CFA 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.