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Investment Advisor, APP - Investment Advisory (Penang) MY at CIMB Group Malaysia

, , Malaysia -

Full Time

Start Date

Immediate

Expiry Date

02 Mar, 26

Salary

0.0

Posted On

02 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advisory, Economic Development, Financial Markets, Investment Products, Sales Distribution, Coaching, Client Communication, Portfolio Management, Wealth Management, Policy Development, Joint Sales Calls, Product Introduction, Regional Wealth System, CIMB House-Views, Political Changes, Central Bank Policies

Industry

Banking

Description

Key Responsibilities Ensure Relationship Managers (RMs) understand the impacts of economic development and CIMB house-views, political changes and central bank’s policy developments on financial markets and communicate to the clients / investors efficiently. Propose investment product ideas and ensure RMs understand all the investment products being offered. Assist investment product team to introduce new investment products / campaigns to the sales distribution teams. Do joint-sales call discussing on clients’ investment portfolios and provide investment solutions. Coach RMs on adoption of Regional Wealth System (MyWealth) to enhance experience of clients / investors and improve efficiencies of RMs.

Responsibilities

The Investment Advisor is responsible for ensuring Relationship Managers understand the impacts of economic and political changes on financial markets and effectively communicate this to clients. They will also propose investment product ideas and assist in introducing new products to the sales teams.