Senior Private Banking Advisor - Wealth & Investments

CIMB; Malaysia; On-site; MYR 100,000 - 180,000; Full time

Job description

Key Responsibilities

• Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
• Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
• Understand and communicate to clients, the risk involved with financial and investment strategies.
• Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly.
• Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time.
• Set goals and prioritize activities to maximize business growth and client satisfaction.
• Work collaboratively with team members and other functions within the business.
• Comply with CIMB Private Banking Policies & Procedures, Code of Conduct and all regulations/notices/guidelines issued by Bank Negara Malaysia & Securities Commission of Malaysia.

Key Requirements

• Candidates must have at least a minimum of three years of work experience.
• Candidates with work experience with financial institutions (preferably in client relationship and/or client advisory roles) will be given priority.
• All CFA and CFP holders are encouraged to apply.