Investment Advisor, APP - Investment Advisory (Johor) MY
Listed on CIMB Group Holdings’s official careers site. Posted May 11, 2026. Check that it is still open and apply there.
Apply on CIMB Group Holdings’s careers site →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.
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