Investment Advisor, App
2 weeks ago
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.
- 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 misselling occurrences.
- Assist investment product team in cascading down new investment products / campaign to the sales distribution teams
- Providing periodic review or jointsale 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.
- 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 onboarding, portfolio / investment product proposals, obtaining new or existing investment product updates and portfolio rebalancing.
-
Investment Advisor, App
2 months ago
Malaysia CIMB Group Full timeProviding 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. - Proposing investment products ideas and providing coaching to RMs to ensure RMs understand all the investment products...
-
Manager, App
2 months ago
Malaysia CIMB Group Full time**Key Responsibilities** - Responsible for providing sound and well-researched investment advice to Relationship Managers (Private Bankers) in areas of specialization (Equity Linked Investments (ELI) and Direct Equity). - Prepare reports on investment ideas for ELI and Direct Equity based on fundamental analysis. - Communicate ELI and direct equity...
-
Assistant Vice President, App
2 months ago
Malaysia CIMB Group Full timePlanning, implementing, growing and managing wealth management (Treasury) products to meet customers’ investment needs, and bank’s sales/ fee based income target. **Product Management** - Planning and launching new or enhanced/ variation of investment products - Planning and implement products to drive bank’s sales/ fee based income target - Ensuring...
-
Vice President, APP
4 weeks ago
Malaysia CIMB Full timeProduct review and update investment products workflow to ensure full compliance to the latest regulatory requirements. Collaborate with Digital or Technology team and translate business requirement to technical solutions Create requirement on digital journey and ensure the flow is complete and comprehensive Involved in the detail discussion on digital...
-
Vice President, APP
4 weeks ago
Malaysia CIMB Full timeProduct review and update investment products workflow to ensure full compliance to the latest regulatory requirements. Collaborate with Digital or Technology team and translate business requirement to technical solutions Create requirement on digital journey and ensure the flow is complete and comprehensive Involved in the detail discussion on digital...
-
Vice President, APP
3 months ago
Malaysia CIMB Full timeProduct review and update investment products workflow to ensure full compliance to the latest regulatory requirements. Collaborate with Digital or Technology team and translate business requirement to technical solutions Create requirement on digital journey and ensure the flow is complete and comprehensive Involved in the detail discussion on digital...
-
Vice President, APP
3 months ago
Malaysia CIMB Full timeProduct review and update investment products workflow to ensure full compliance to the latest regulatory requirements. Collaborate with Digital or Technology team and translate business requirement to technical solutions Create requirement on digital journey and ensure the flow is complete and comprehensive Involved in the detail discussion on digital...
-
Vice President, Family Office Advisory
4 weeks ago
Malaysia GatedTalent - Connecting Top Executive Search Firms And Executives Full timeKey Responsibilities: The role of the Head,Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team. To lead and motivate a team of Relationship Bankers to provide...
-
Vice President GatedTalent
4 weeks ago
Malaysia Andsimple Full timeAbout the Job Key Responsibilities: The role of the Head, of Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue, and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for the Nationwide sales team. To lead and motivate a team of Relationship...
-
Vice President, Family Office Advisory
4 weeks ago
Malaysia GatedTalent - Connecting Top Executive Search Firms And Executives Full timeKey Responsibilities: The role of the Head,Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team. To lead and motivate a team of Relationship Bankers to provide...
-
Vice President, Family Office Advisory
2 months ago
Malaysia GatedTalent - Connecting Top Executive Search Firms And Executives Full timeKey Responsibilities: The role of the Head,Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team. To lead and motivate a team of Relationship Bankers to provide...
-
Vice President, Family Office Advisory
2 months ago
Malaysia GatedTalent - Connecting Top Executive Search Firms And Executives Full timeKey Responsibilities: The role of the Head,Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team. To lead and motivate a team of Relationship Bankers to provide...
-
Vice President GatedTalent
2 months ago
Malaysia Andsimple Full timeAbout the Job Key Responsibilities: The role of the Head, of Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue, and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for the Nationwide sales team. To lead and motivate a team of Relationship...
-
Business Development Assistant Manager
4 weeks ago
Malaysia Randstad Malaysia Full timeabout the companyRandstad is partnering with a reputable company listed on the US stock exchange with focus in advisory and consultancy in corporate financial matters. As part of a newly developed team, the Business Development function is essential in gathering leads, engaging in client management and ensuring a successful relationship building. about the...
-
Manager, Gcfim
4 weeks ago
Malaysia CIMB Group Full time**Job Purpose**: Responsible to assist the Head with the Group's M&A, corporate transactions and restructuring activities, as well as overseeing the Group’s portfolio of investments. GCFIM also works with other divisions within the Group on the Group’s capital raising and investment / divestment activities. **Responsibilities**: - Support in overseeing...
-
Assistant Vice President, Gcfim
3 months ago
Malaysia CIMB Group Full timeResponsible to assist the Head with the Group's M&A, corporate transactions and restructuring activities, as well as overseeing the Group’s portfolio of investments. GCFIM also works with other divisions within the Group on the Group’s capital raising and investment / divestment activities **Responsibilities**: - Lead / assist in evaluating and...
-
Assistant Vice President, App
2 weeks ago
Malaysia CIMB Group Full timePlanning, implementing, growing and managing wealth management (Treasury) products to meet customers' investment needs, and bank's sales/ fee based income target.Product Management Planning and launching new or enhanced/ variation of investment products Planning and implement products to drive bank's sales/ fee based income target Ensuring products launching...
-
Assistant Vice President, GCFIM
2 months ago
Malaysia CIMB Full timeResponsible to assist the Head with the Group's M&A, corporate transactions and restructuring activities, as well as overseeing the Group's portfolio of investments. GCFIM also works with other divisions within the Group on the Group's capital raising and investment / divestment activities Job Responsibilities: Lead / assist in evaluating and pursuing M&A...
-
Assistant Vice President, GCFIM
4 weeks ago
Malaysia CIMB Full timeResponsible to assist the Head with the Group's M&A, corporate transactions and restructuring activities, as well as overseeing the Group's portfolio of investments. GCFIM also works with other divisions within the Group on the Group's capital raising and investment / divestment activities Job Responsibilities: Lead / assist in evaluating and pursuing M&A...
-
Assistant Vice President, GCFIM
4 weeks ago
Malaysia CIMB Full timeResponsible to assist the Head with the Group's M&A, corporate transactions and restructuring activities, as well as overseeing the Group’s portfolio of investments. GCFIM also works with other divisions within the Group on the Group’s capital raising and investment / divestment activities Job Responsibilities: Lead / assist in evaluating and...