Private Wealth Relationship Manager, CSD - Preferred HQ MY

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

Private Wealth Relationship Manager, CSD - Preferred HQ MY

Acts as a dedicated advisor to high-net-worth individuals (HNWIs), managing portfolios, offering tailored financial solutions, and nurturing long-term client relationships. This role requires focus on wealth growth, investment advisory, and providing exclusive banking services, while ensuring portfolio growth in terms of AUM and number of customers over a long-term basis.

Key responsibilities

To promote the Bank's investment & deposit products and services to Private Wealth customers

To actively acquire New-to-Private Wealth (NTPW) customers.

To provide fast and convenient off-site banking services to NTPW customers on :

New CASA & FD accounts opening

Handle all non-cash transactions

To complement branch on acquisition numbers.

To run Private Wealth activities to increase membership and deposit sales.

To be involved in Private Wealth customer acquisition programmes / events.

To lead and/or take part in all marketing activities.

To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:

Comprehensive understanding of product features and benefits.

Knowledge of products and services offered by competitors in priority banking

Thorough familiarity and comply with Compliance process

Customer Relationship

To actively retain & nurture existing Private Wealth base.

To establish and maintain relationship with Private Wealth customers and respond to queries and complaints in a timely manner.

To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Private Wealth customers.

To provide advisory-based sales to Private Wealth customers.

People Management

To encourage and promote teamwork by:

Providing assistance (e.g. training, knowledge sharing, covering of duties )

Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.

Maintaining a conducive and professional working relationship within the sales team.

To project professional business image at all times through high standards of housekeeping and personal grooming.

To participate in Continuous Professional Development Program

Compliance

To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.

To comply with Code of Sales Ethics and Governance

Others

To undertake special assignments ad-hoc functions as when required.

CIMB Group is one of ASEAN's leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately of 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around of 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries

For more information, please visit www.cimb.com

CIMB Group is one of ASEAN's leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately of 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around of 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries

For more information, please visit www.cimb.com

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