Investment Advisor, APP - Investment Advisory (Johor) MY

CIMB THAI

Malaysia

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Posted 20 hours ago
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Job Description

Job Description :

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.

More Info

Job Type:

Permanent Job

Industry:

Banking /Accounting /Financial Services

Function:

Consumer Banking

Employment Type:

Full time

About Company

CIMB THAIJob Source: hdek.fa.ap1.oraclecloud.com

CIMB Thai Bank Public Company Limited, previously known as Bank Thai Public Company Limited, was established in 1998 with the Financial Institutions Development Fund (FIDF) as the major shareholder. On 5 November 2008, CIMB Bank Berhad became the largest shareholder in Bank Thai and on 4 May 2009, the Bank completed the registration of its new name: "&#3608;&#3609;&#3634;&#3588;&#3634;&#3619; &#3595;&#3637;&#3652;&#3629;&#3648;&#3629;&#3655;&#3617;&#3610;&#3637; &#3652;&#3607;&#3618; &#3592;&#3635;&#3585;&#3633;&#3604; (&#3617;&#3627;&#3634;&#3594;&#3609;)" in Thai and "CIMB Thai Bank Public Company Limited" in English. This name change reflects the official transition of Bank Thai from being a single company to a member of CIMB Group.

Job ID: 147178821

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