Staff Get Staff - Private Wealth Relationship Manager MY

CIMB; Malaysia; On-site; MYR 70,000 - 90,000; Full time

Job summary

CIMB is seeking a Private Wealth Relationship Manager in Malaysia to oversee Private Wealth customers with assets under management of RM 1,000,000. You will be responsible for promoting investment and deposit products, acquiring new clients, and ensuring compliance with regulatory guidelines.

The ideal candidate holds a degree in finance, has at least 5 years of relevant experience, and must have the IPPC certification. This role offers significant opportunities for professional development.

Qualifications

• At least 5 years of experience managing client portfolios and providing financial advice.
• Experience working closely with high-net-worth individuals.
• Must possess the IPPC certification.

Responsibilities

• Service Private Wealth customers with AUM - RM 1,000,000.
• Actively acquire New-to-Private Wealth customers.
• Build and maintain relationships with Private Wealth customers.

Skills

Client portfolio management

Financial advice

Sales skills

Relationship management

Education

Degree in finance, economics, or business administration

Job description

Staff Get Staff - Private Wealth Relationship Manager MY

Malaysia

Job Description

Key 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.
• The applicant must have the IPPC.

Job Info

• Job Identification 35188
• Job Category Sales
• Posting Date 05/04/2026, 01:29 AM