Assistant Vice President, Investment Products Th

8 months ago


Thailand CIMB Group Full time

Create an optimal product focus pipeline maximizing both fee and volume to achieve the yearly target
- Collect, analyze, and manage data from investment products including mutual fund, bond, and structured product sale pipeline
- Design investment product strategy for a client portfolio including mutual funds, bonds, structured products, ELNs, etc.
- Improve all investment products' end-to-end processes in accordance with any risk and regulatory requirements
- Develop and enhance user experience (UX) for both offline and online channels
- Analyze internal data and competitive landscape in order to optimize market opportunities
- Train sales on product features as well as operational processes
- Communicate with all internal and external partners to ensure the best collaboration possible



  • Thailand CIMB Group Full time

    Design and manage mutual fund sales forecast, budget and pipeline. Drive business planning and implement strategic initiatives including incentives, campiagns and promotions to grow mutual fund volume and fees. - Coordinate and empower front line sales staff including Relationship Managers, Investment Specialists and branch staff to drive growth of...


  • Thailand CIMB Group Full time

    Update customer’s periodically to monitor and maintain customer financial target - Manage client portfolios, keeping client plans up-to-date - Conduct seminars related to market updates, and financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages - Update market outlook, economic data, fund...

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