Investment Advisory Specialist SG

Join to apply for the Investment Advisory Specialist SG role at CIMB Singapore

• 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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Banking