Vice President, Investment Products Th

7 months ago


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 business.
- Collaborate with Investment Strategy team to optimize HNW customer portfolios and maximize market opportunities
- Cooperate with Asset Management Companies as the Bank’s main contact for product pitching, sales campaign, product information, sales training, customer event, partnetship opportunities, etc..
- Continuously improve customer journey and platforms. Collaborate with greater wealth and investment teams as well as digital team.
- Product owner of mutual fund delivery channels, including online platform (mobile app) and offline sales channel (branches). Ensure the smooth running of platform and channel operations and processes.
- Improve end-to-end processes in accordance with risk and regulatory requirements.
- Champion for new initiatives in growing mutual fund business, including onshore and offshore funds



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