Business Wealth Manager, Business Wealth - Wisma BU8 MY

CIMB; Malaysia; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading banking institution in Malaysia seeks an experienced professional to enhance deposit growth and customer acquisition in the Commercial and SME segments. The role involves building relationships, soliciting new customers, and cross-selling cash management solutions. Responsibilities also include maintaining high standards for AML/KYC compliance, mentoring junior team members, and providing timely performance reporting. This position is crucial for driving profitability and process improvements within the bank.

Responsibilities

• Increase Commercial & SME deposit growth and customer acquisition.
• Meet targets by soliciting new-to-bank customers and cross selling.
• Build and maintain profitable business relationships with customers.
• Generate leads and set up sales meetings for cash management solutions.
• Identify potential sales opportunities and manage sales pipeline.
• Ensure timely productivity and performance reporting to management.
• Participate in process improvement initiatives.
• Mentor junior team members as needed.
• Maintain high AML/KYC risk assessment standards.

Job description

The role is responsible to - increase Commercial & SME deposit growth and customer acquisition of high value New-to-bank (NTB) - Increase penetration of cash management solutions on Commercial & SME business segment through cross sell activities ultimately capturing of main operating account.

• Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
• To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
• To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
• Actively seeking referrals from new and existing customers.
• To actively identify potential sales opportunities and manage sales pipeline by working closely with various departments.
• Ensure timely reporting on productivity & performance to Business Wealth Team Managers.
• Participate in process improvement initiatives.
• Mentor junior team members, where required.
• To undertake any other related tasks as determined by the management of the Bank from time to time.
• Ensure and maintain a high standard of AML/KYC risk assessments of customers’ profile.