Private Banking Relationship Manager – Wealth & Risk

CIMB; Malaysia; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading bank in Malaysia seeks a skilled professional in relationship management to oversee clients' wealth efficiently. The role involves understanding clients’ financial conditions and goals, ensuring investment strategies are current, and maintaining integrity. Applicants should have at least three years in client advisory roles, preferably in financial institutions, with CFA or CFP holders encouraged to apply.

Qualifications

• Minimum of three years of work experience in client advisory roles strongly preferred.
• Experience with financial institutions is advantageous.
• Duties require maintaining high personal and professional integrity.

Responsibilities

• Manage clients’ wealth and ensure their financial needs are met efficiently.
• Develop understanding of clients’ financial standing and goals.
• Review and update client portfolio strategies regularly.
• Communicate risks involved with financial strategies.

Skills

Client relationship management

Financial advisory

Investment strategy communication

Goal setting and prioritization

Education

CFA or CFP certification

Job description

A leading bank in Malaysia seeks a skilled professional in relationship management to oversee clients' wealth efficiently. The role involves understanding clients’ financial conditions and goals, ensuring investment strategies are current, and maintaining integrity. Applicants should have at least three years in client advisory roles, preferably in financial institutions, with CFA or CFP holders encouraged to apply.