Wealth Specialist, CPWP - Investment Advisory (Johor) MY

Wealth Specialist, CPWP - Investment Advisory (Johor) MY

CIMB THAI
Johor Malaysia
Not Specified
Not Specified

Job Description


ØProviding 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.
ØProposing 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.
ØAssist investment product team in cascading down new investment products / campaign to the sales distribution teams
ØProviding 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.
ØProvide 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 harter holders are added advantage.

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