The Role
The role involves coaching Relationship Managers on market impacts, proposing investment products, assisting product teams, and enhancing client interactions through a wealth system.
Summary Generated by Built In
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.
Skills Required
- Experience in investment advisory
- Knowledge of financial markets
- Ability to coach sales teams
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
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.
.jpeg)
