Private Wealth Advisor for High-Net-Worth Clients

CIMB Bank Berhad; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

CIMB Bank Berhad is seeking a Private Wealth Relationship Manager for the Preferred HQ in Malaysia. You will advise high-net-worth clients, manage portfolios, and promote CIMB wealth and banking solutions with a focus on growth in AUM and customer base.

The role emphasizes investment advisory, exclusive services, and compliant, high-standard client interaction. Strong closing skills and networking for private wealth growth are essential.

Qualifications

• Experience advising high-net-worth clients.
• Ability to promote investment and deposit products.

Responsibilities

• Promote the Bank's investment and deposit products and services to Private Wealth customers.
• Actively acquire New-to-Private Wealth (NTPW) customers.
• Provide fast and convenient off-site banking services for NTPW customers, including new CASA & FD accounts opening.
• Lead and participate in Private Wealth customer acquisition programmes and events.
• Deliver sales pitches with strong closing skills on CIMB Private Wealth products and services.
• Maintain relationships with Private Wealth customers and respond to queries promptly.
• Ensure compliance with CIMB Bank policies, credit control procedures, and BNM guidelines.

Job description

CIMB Bank Berhad is seeking a Private Wealth Relationship Manager for the Preferred HQ in Malaysia. You will advise high-net-worth clients, manage portfolios, and promote CIMB wealth and banking solutions with a focus on growth in AUM and customer base.

The role emphasizes investment advisory, exclusive services, and compliant, high-standard client interaction. Strong closing skills and networking for private wealth growth are essential.