Investment Advisor (Penang)

  • Pulau Pinang
  • Permanent
  • Full-time
  • 19 days ago
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. Show more Show less

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