Preferred Relationship Manager (HNW & Advisory Sales)

CIMB Group Holdings Berhad; Skudai; On-site; MYR 60,000 - 120,000; Full time

Job summary

A leading bank in Malaysia is seeking a dedicated individual to drive customer acquisition and retention within its Preferred banking sector. The successful candidate will be responsible for nurturing existing relationships, promoting investment and deposit products, and acquiring new high-net-worth clients. This role also emphasizes teamwork and compliance with banking standards, ensuring a professional business image and contributing to continuous development programs. Join us to make a significant impact in the financial services sector.

Responsibilities

• Actively retain & nurture existing Preferred customer base and promote investment & deposit products.
• Service customers with deposits above RM 250,000.
• Acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.
• Lead and participate in marketing activities.
• Establish and maintain relationships with High Net Worth individuals.

Job description

A leading bank in Malaysia is seeking a dedicated individual to drive customer acquisition and retention within its Preferred banking sector. The successful candidate will be responsible for nurturing existing relationships, promoting investment and deposit products, and acquiring new high-net-worth clients. This role also emphasizes teamwork and compliance with banking standards, ensuring a professional business image and contributing to continuous development programs. Join us to make a significant impact in the financial services sector.