Director, App

5 months ago

Malaysia CIMB Group Full time

**Exclusive Affluent/ WM Product support**:

- Conduct a comprehensive country-level gap analysis to identify specific country needs & opportunities aligned to regulatory landscape. Work with in-country WM Product Management teams on rollout plans for exclusive Affluent/WM products tailored to address identified gaps, ensuring WM product competitive edge across each market.

**2. Investment Opportunity Identification**:

- Work with MIST teams by actively seeking and evaluating Investment/ Treasury opportunities. Work with Regional CIO team to evaluate and roll-out CIO Signature Series “Funds of Funds offering.”

**3. Personalized Financial Planning Services**:

- Leverage on data analytics & client insights to work on WM X-sell campaigns meeting affluent clients’ needs and goals. Build Best practice guides on driving WM penetration using Digital tools/ capabilities.

**4. Digitization of WM Capabilities**:

- Working with country Digital leads to drive digitization of WM capabilities, offered through DIY (Do-It-Yourself) tools and RM (Relationship Manager) assisted platforms.
- Special focus on integration of Bancassurance strategic partnership with Sompo (General Insurance) & SunLife (Life/ Credit Insurance)

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