Preferred Relationship Manager

CIMB; Kota Kinabalu; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading universal bank in Kota Kinabalu is seeking a Preferred Relationship Manager to manage high-net-worth clients, provide tailored financial advice, and oversee customer portfolios. The ideal candidate will have strong relationship-building skills and a minimum of 3 years in the banking sector. Responsibilities include conducting financial reviews and collaborating with internal teams to enhance client satisfaction. Competitive compensation and professional growth opportunities are available.

Qualifications

• Experience in client portfolio management and conducting financial reviews.
• Previous experience in banking or financial services is an asset.
• Welcome fresh from the banking industry with min working experience of 3 years.

Responsibilities

• Manage relationships with high-net-worth clients.
• Provide financial advice and customized banking solutions.
• Maintain customer portfolios and identify cross-selling opportunities.
• Conduct financial reviews and ensure customer satisfaction.

Skills

Strong relationship-building and customer service skills

Tailored financial advice and solutions

Communication skills

Negotiation skills

Presentation skills

Client portfolio management

Ability to work independently and collaboratively

Job description

Company Description

CIMB Group is a leading ASEAN universal bank and one of the largest Asian investment banks. Headquartered in Kuala Lumpur, Malaysia, CIMB offers a range of banking services including consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products. With a presence in 16 locations across ASEAN and beyond, CIMB is the fifth largest banking group in the region, employing over 36,000 staff. CIMB Bank and CIMB Islamic Bank are members of PIDM.

Role Description

This is a full-time on-site role for a Preferred Relationship Manager located in Kota Kinabalu. The Preferred Relationship Manager will be responsible for managing relationships with high-net-worth clients, providing financial advice, and offering customized banking solutions. Daily tasks include maintaining customer portfolios, identifying opportunities for cross-selling banking products, conducting financial reviews, and ensuring customer satisfaction and loyalty. Additionally, the role involves regular branch visits, meeting clients, and collaborating with internal teams to coordinate client services.

Qualifications

• Strong relationship-building and customer service skills
• Ability to provide tailored financial advice and solutions
• Excellent communication, negotiation, and presentation skills
• Experience in client portfolio management and conducting financial reviews
• Ability to work both independently and collaboratively with internal teams
• Previous experience in banking or financial services is an asset
• Welcome fresh from banking industry with min working experience of 3 years