The Role
Provides investment advice and research on mutual funds, supports construction and monitoring of model portfolios and recommended fund lists, evaluates new funds, prepares fund reviews and analytical reports, and assists sales teams with client proposals and portfolio reviews. The role also engages with fund managers, supports investment strategy and product development, and may attend client meetings to provide tailored investment advisory services.
Summary Generated by Built In
Key Responsibilities
- Provide sound and well-researched investment advice on funds and fund-related matters to the sales team.
- Adhere to the CIO Office's strategy and outlook, and communicate clearly and effectively to both internal and external stakeholders through publications and presentations.
- Assist the Team Lead in constructing, monitoring, and managing the Funds Model Portfolio (FMP) used by sales teams for client recommendations.
- Assist in formulating, monitoring, and reviewing the Recommended Funds list, covering global, regional, and local markets across asset classes such as equities, fixed income, multi-asset, money market, private equity, and REITs/real estate.
- Keep the sales team updated on developments, key trends, and outlooks relating to Recommended Funds.
- Prepare and publish fund reviews and analytical reports on fund performance, as well as thematic and ad hoc reports.
- Assist in the evaluation of new and potential funds for inclusion on the product shelf.
- Attend updates conducted by fund houses and/or fund managers. Maintain and build relationships with asset management personnel, including fund managers, sales teams, and product teams.
- Assist sales teams with client investment proposals and portfolio reviews, and respond to queries from relationship managers.
- Attend client meetings, upon request from sales teams, to provide investment advisory services tailored to clients' portfolios, risk appetites, and investment needs.
- Support and contribute to the development and implementation of fund products, investment strategies, and ad hoc projects that contribute to the overall success of the business.
Key Requirements
- Must have completed Modules 12 and 19 examinations.
- Prior experience and knowledge in mutual funds will be an advantage.
Skills Required
- Completed Modules 12 and 19 examinations
- Prior experience and knowledge in mutual funds
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The Company
What We Do
CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.
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