Responsibilities
JOB DESCRIPTION
Strategy and Planning
- Responsible for managing the overall profitability of respective product lines (FX, DCIs & Structured Notes).
- Management of overall product strategy. Identify key product trends and work with both internal (mainly Treasury) and external parties to establish product ideas and generation.
Business Performance and Management
- Assisting with ad-hoc department projects, client seminars and monthly investment meetings.
- Any other responsibilities/tasks as assigned by the Management from time to time.
- Manage day-to-day operations of FX, DCIs & Structured Notes.
- Perform weekly updates of house views to sales staff.
People Management
- Key contact point for product providers (mainly Treasury) and primary gatekeeper to assess product viability.
Regulatory Compliance
- Ensure proper Due Diligence on Investment products prior to product launch (where applicable), and proper updates and documentation of the department&aposs policies & procedures / SOPs.
- Adhere to risk management policies and guidelines.
- Adherence to applicable regulatory guidelines and operate the business within the approved regulatory environment.
Requirements
Qualifications
Professional Qualification and/or Regulatory, Licensing Requirements
- CMFAS 1B, 5, 6, 6A, 8, 8A
- CFA or CFP would be an advantage
Relevant Work Experience
- 3-10 years of banking experience, with a minimum of 3 years in a product/sales management role
Technical/Functional Skills
- Business acumen, analytical and results-oriented
- Strong collaboration, networking and alliance building skills
- Strong product management, innovation, design-thinking and sales and communication skills
- Well attuned to the market environment, industry practices and regulations governing the Wealth Management business
- Good knowledge of the CIMB product shelf, gaps and opportunities, to identify appropriate routes to market based on strategies developed
- Basic accounting & financial modelling (for business cases)
