Private Wealth Relationship Manager

CIMB; Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

CIMB is seeking a Private Wealth Manager based in Kuala Lumpur to service high-net-worth clients. The role involves managing client portfolios, promoting investment products, and acquiring new customers.

The ideal candidate holds a degree in finance or a related field and has at least 5 years of experience in the financial services industry. Responsibilities include client relationship management, providing financial advice, and ensuring compliance with regulatory guidelines.

Qualifications

• At least 5 years of experience managing client portfolios and working with high-net-worth individuals.
• Strong background in providing financial advice.

Responsibilities

• Service Private Wealth customers (AUM - RM 1,000,000).
• Promote the Bank's investment & deposit products.
• Actively acquire New-to-Private Wealth (NTPW) customers.
• Provide fast and convenient off-site banking services.
• Run Private Wealth activities to increase sales.
• Build and maintain relationships with customers.
• Respond to queries and complaints promptly.
• Identify new ideas to enhance customer experience.
• Participate in continuous professional development.
• Ensure compliance with regulatory framework and Group's policies.

Skills

Client portfolio management

Financial advice

Sales techniques

Education

Degree in finance, economics, business administration or a related field

Job description

Responsibilities

• Service Private Wealth customers (AUM - RM 1,000,000).
• Promote the Bank's investment & deposit products and services to Private Wealth customers.
• Actively acquire New-to-Private Wealth (NTPW) customers.
• Provide fast and convenient off-site banking services to all clients.
• Run Private Wealth activities to increase membership and deposit sales.
• Build and maintain relationship with Private Wealth customers.
• Respond to queries and complaints in a timely manner.
• Identify and share new ideas and approaches to increase sales and enhance customer experience.
• Participate in continuous professional development program.
• Ensure compliance with applicable regulatory framework / guidelines and the Group’s policies and procedures.

Key Requirements

• A degree in finance, economics, business administration or a related field.
• At least 5 years of experience managing client portfolios, providing financial advice and working closely with high-net-worth individuals.