Wealth Specialist, CPWP - Investment Advisory MY
Ø Providing briefing to ensure RMs understand the impacts of economic development and CIMB house-views, political changes and central banks policies development on financial markets and communicating to the clients / investors efficiently.
Ø Proposing investment products ideas and providing coaching to RMs to ensure RMs understand all the investment products being offered in term of risks and rewards and also the suitabilities to investors with different risk profiles, hence, enhancing RM product penetration and minimizing mis -selling occurrences.
Ø Assist investment product team in cascading down new investment products / campaign to the sales distribution teams
Ø Providing periodic review or joint-sale call discussing on clients' investment portfolios upon request and providing investment solution and recommended actions to enhance clients / investors investment experience with CIMB, hence, improving investment AUM and FBI.
Ø Provide coaching to RMs on adoption of Regional Wealth System ( MyWealth ) to enhance experience of clients / investors and improve efficiencies of RMs from new clients on-boarding, portfolio / investment product proposals, obtaining new or existing investment product updates and portfolio rebalancing. Qualifications
University degree (preferably in Finance-related studies, including Accounting, Economics, Business etc .)
Federation of Investment Manager Malaysia (FIMM), Private Retirement Scheme (PRS), Investor protection Professional Certification, SIDC modules 6, 7, 9, 10, 12 and 19A.
CFP / CFA candidates or charter holders are added advantage.