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).
Skills Required
- Bachelor's degree in a relevant discipline
- 2-5 years of experience in banking or finance
- Exposure to RM environment preferred
- Basic understanding of banking or wealth products preferred
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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