Select and onboard investment products, support product training and marketing, provide advisory and sales support to relationship managers, collaborate with CIO and providers on client communications, identify market gaps and develop investment solutions while ensuring regulatory compliance.
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 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; and
- Work 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 opportunities; and
- 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.
Requirements:
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
CIMB Singapore Singapore Office
Similar Jobs
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Manages Mastercard customers’ technology and operational relationships, coordinating onboarding, implementations, readiness assessments, releases, incidents, and post-go-live support. Acts as an escalation point across customer, product, operations, technology, and market teams. The role drives issue resolution, project delivery, operational reviews, training, continuous improvement, regulatory adherence, and customer adoption while supporting business growth within existing accounts.
Top Skills:
APIsIso 8583
.jpeg)
Yesterday
Artificial Intelligence • Hardware • Information Technology • Machine Learning
The Senior Member of Technical Staff leads CMP process development for NAND technology, driving execution across teams, resolving complex issues, and mentoring engineers.
Top Skills:
Chemical EngineeringCmpElectrical EngineeringMaterials SciencePhysics
Artificial Intelligence • Hardware • Information Technology • Machine Learning
Maintain and support R&D engineering lab equipment through setup, qualification, preventive maintenance, calibration, troubleshooting, rebuilding, modifications, and upgrades. Document equipment activity, manage product tracking and inventory, respond to customer requests, support audits, follow safety procedures, and collaborate with engineering teams. Identify automation opportunities and use AI tools to improve productivity.
Top Skills:
Ai ToolsAutomation SystemsCalibration SystemsElectrical EquipmentEquipment Tracking SystemsMechanical Equipment
What you need to know about the Singapore Tech Scene
The digital revolution has driven a constant demand for tech professionals across industries like software development, data analytics and cybersecurity. In Singapore, one of the largest cities in Southeast Asia, the demand for tech talent is so high that the government continues to invest millions into programs designed to develop a talent pipeline directly from universities while also scaling efforts in pre-employment training and mid-career upskilling to expand and elevate its workforce.
