💼 Full-Time Position

Investment Advisor & Wealth Solutions Coach

🏢
CIMB
📍 johor bahru, johor, Malaysia
📍
Location
johor bahru, Malaysia
📅
Posted
June 09, 2026
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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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