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CIMB is seeking a sales-oriented Preferred Banking Specialist to actively retain, nurture and grow the CIMB Preferred client base, focusing on customers with over RM250,000 AUM. You will promote the bank's investment and deposit products, and acquire New-to-Bank and New-to-Preferred clients through advisory-based sales and strong closing skills.
You will lead and participate in marketing activities, deliver compelling pitches, ensure compliance, and collaborate with the branch sales team to
CIMB is seeking a sales-oriented Preferred Banking Specialist to actively retain, nurture and grow the CIMB Preferred client base, focusing on customers with over RM250,000 AUM. You will promote the bank's investment and deposit products, and acquire New-to-Bank and New-to-Preferred clients through advisory-based sales and strong closing skills.
You will lead and participate in marketing activities, deliver compelling pitches, ensure compliance, and collaborate with the branch sales team to