Client Wealth & Investment Advisory Director

CIMB; Malaysia; On-site; MYR 70,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Job summary

CIMB Private Banking in Malaysia seeks a client-focused professional to manage clients' wealth holistically and provide tailored investment advice aligned with goals and risk tolerance.

The role requires understanding clients' financial standing, ongoing portfolio reviews, and clear communication of investment risk, with a commitment to integrity and regulatory compliance. Collaboration with internal teams is essential.

Qualifications

• Minimum of three years of work experience.
• Experience in client relationship or advisory roles is preferred.
• CFA and CFP holders are encouraged to apply.

Responsibilities

• Manage clients’ wealth holistically in line with CIMB Private Banking standards.
• Develop understanding of clients' financial standing, goals, and risk tolerance to align strategies.
• Understand and communicate the risk involved with financial and investment strategies.
• Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly.
• Establish credibility and trust with the highest personal and professional integrity.
• Set goals and prioritise activities to maximize business growth and client satisfaction.
• Collaborate with team members and other functions within the business.
• Comply with CIMB Private Banking Policies & Procedures, Code of Conduct and all regulations by Bank Negara Malaysia & SC Malaysia.

Skills

Wealth management

Client relationship

Investment advisory

Risk assessment

Regulatory compliance

Team collaboration

Job description

CIMB Private Banking in Malaysia seeks a client-focused professional to manage clients' wealth holistically and provide tailored investment advice aligned with goals and risk tolerance.

The role requires understanding clients' financial standing, ongoing portfolio reviews, and clear communication of investment risk, with a commitment to integrity and regulatory compliance. Collaboration with internal teams is essential.