- 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 thesuitabilitiesto investors with different risk profiles, hence, enhancing RM product penetration andminimizingmis-selling occurrences.
- Assist investment product team in cascading down new investment products / campaign to the sales distribution teams
- Providing 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.
- 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 on-boarding, portfolio / investment product proposals, obtaining new or existing investment product updates and portfolio rebalancing.
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Investment Advisor, APP
1 day ago
CIMB THAI Malaysia Full timeJob Description : · 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 ...
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Investment Advisor, APP
1 day ago
CIMB THAI Malaysia Full timeJob Description : · .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 investme ...
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Software Engineer
4 days ago
PropertyGuru Group Malaysia Full timeAbout youWe are looking for a Senior React Native Developer with a passion for mobile app development. In this role, you will play a vital role in implementing PropertyGuru's vision to be a property seeker's trusted advisor. · As a developer working on mobile applications, you'll ...