Investment Advisory Specialist

Job Overview

As an Investment Advisory Specialist at CIMB Singapore, you will play a pivotal role in product selection, distribution channel management, and building strategic capabilities within the bank’s wealth management division. This role involves close collaboration with product managers, sales teams, and the Chief Investment Office to ensure the bank's investment product offerings align with client needs and market opportunities while maintaining regulatory compliance.

Key Responsibilities

• Collaborate with investment product managers to curate and shortlist suitable investment products leveraging the bank’s open architecture platform in line with CIO insights.
• Ensure the investment offerings effectively meet the diverse requirements of CIMB's customer segments.
• Coordinate with product providers to deliver training and provide market updates for enhancing the sales team’s expertise.
• Promote unit trusts and other investment solutions to the sales force and leadership teams.
• Organize product update sessions and training programs regularly to equip sales personnel.
• Support marketing campaigns and client seminars focused on investment products.
• Join sales staff in client meetings to offer advisory services emphasizing long-term portfolio management.
• Conduct regular competitive landscape analysis to aid sales efforts.
• Partner with the CIO team and product providers to manage client communications, including correspondence and market updates.
• Lead and assist in initiatives aimed at identifying new market gaps and potential investment products.
• Develop compelling value propositions and solution frameworks that enhance the bank’s offerings.
• Ensure strict compliance with risk management policies and all regulatory requirements applicable to wealth management operations.

Qualifications and Requirements

• Possess a Bachelor’s degree.
• Hold CMFAS licenses 1B, 5, 6, 6A, 8, and 8A as mandatory regulatory certifications.
• CFA or CFP certification is advantageous.
• Have between 3 to 10 years of banking experience, with a minimum of 3 years in roles related to relationship management, investment advisory, or product management.
• Demonstrate strong business acumen coupled with analytical capabilities and a results-driven mindset.
• Exhibit excellent collaboration, networking, and alliance-building skills.
• Possess in-depth knowledge of investment products, innovation, sales techniques, and effective communication abilities.
• Maintain up-to-date understanding of the market environment, industry standards, and regulatory landscape governing wealth management.
• Be knowledgeable about the product shelf, market gaps, and potential avenues to market based on strategic plans.

Additional Information

This role is based onsite in Singapore and requires adherence to all regulatory and risk management frameworks dictated by CIMB Bank and relevant authorities.