Elite Private Wealth Manager & Portfolio Advisor

CIMB; Penang; On-site; MYR 80,000 - 120,000; Full time

Job summary

CIMB in Penang is seeking a Private Wealth Manager responsible for servicing high-net-worth clients with asset under management (AUM) of RM 1,000,000. Candidates should have at least 5 years of experience in managing client portfolios and providing tailored financial advice.

The role requires promoting the bank's investment and deposit products, acquiring new clients, and maintaining strong relationships. Compliance with regulatory standards and active participation in professional development are also vital.

Qualifications

• Minimum 5 years of experience managing client portfolios and providing financial advice.
• Ability to work closely with high-net-worth individuals.

Responsibilities

• Service Private Wealth customers with AUM - RM 1,000,000.
• Promote investment and deposit products to Private Wealth customers.
• Acquire New-to-Private Wealth (NTPW) customers.
• Provide off-site banking services to clients.
• Increase membership and deposit sales through Private Wealth activities.
• Build relationship with Private Wealth customers.
• Respond to queries and complaints promptly.
• Share new ideas to enhance sales and customer experience.
• Participate in professional development programs.
• Ensure regulatory compliance and adherence to Group policies.

Skills

Client portfolio management

Financial advisory

Relationship building

Sales enhancement

Education

Degree in finance, economics, business administration or related field

Job description

CIMB in Penang is seeking a Private Wealth Manager responsible for servicing high-net-worth clients with asset under management (AUM) of RM 1,000,000. Candidates should have at least 5 years of experience in managing client portfolios and providing tailored financial advice.

The role requires promoting the bank's investment and deposit products, acquiring new clients, and maintaining strong relationships. Compliance with regulatory standards and active participation in professional development are also vital.