Executive Officer, APP - Regional Initiatives MY at CIMB Group Malaysia

Kuala Lumpur, Kuala Lumpur, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

29 Jul, 26

Salary

0.0

Posted On

30 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Solution Structuring, Bancassurance, Investment Products, Relationship Management, Advisory Models, Stakeholder Management, Documentation, Market Analysis, Client Engagement, Product Strategy, Sales Enablement, Business Analysis

Industry

Banking

Description

Key Responsibilities Support structuring of solution frameworks * Assist in organising solutions across investments, bancassurance, and other offerings into clear, coherent frameworks. * Support documentation of how solutions should be positioned and delivered to clients. * Ensure alignment between product capabilities and segment-level solution strategy. Translate solutions into RM-facing playbooks * Develop practical RM playbooks, guides, and reference materials based on solution frameworks. * Ensure materials are clear, structured, and usable in real client conversations. * Support consistency of advisory standards across markets. Support RM enablement and advisory models * Assist in developing RM advisory approaches, coverage models, and engagement frameworks. * Support the preparation of enablement materials (e.g. case examples, structured approaches, and client scenarios). * Ensure alignment between RM capability and solution strategy. Coordinate across product and country teams * Liaise with product teams (investments, bancassurance, etc.) to gather inputs on solutions and partnerships. * Work with country teams to understand local practices and constraints. * Incorporate feedback to refine frameworks, playbooks, and materials. Support adoption tracking and feedback loops * Support the tracking of solution uptake and RM adoption across markets. * Gather feedback on the practicality and effectiveness of solutions and enablement materials. * Highlight gaps, inconsistencies, or areas for improvement. Key Requirements * Bachelor’s degree in a relevant discipline (Business, Banking, Finance, Accounting, Economics, Arts, or Law). * 2–5 years of experience in banking, wealth, product support, sales support, or enablement roles. * Exposure to an RM environment or customer engagement processes is preferred. * Basic understanding of banking or wealth products (investments and insurance preferred).

Responsibilities

The role involves structuring solution frameworks and developing RM-facing playbooks to ensure consistent advisory standards across markets. You will also coordinate with product and country teams to gather feedback and track the adoption of solution frameworks.