Staff Get Staff - Private Banker MY

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

• 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.

Job Info

• Job Identification 31395
• Job Category Relationship Management
• Posting Date 09/12/2025, 03:09 AM
• Apply Before 12/31/2025, 03:08 AM
• Job Schedule Full time