Staff Get Staff - Private Wealth Relationship Manager MY

CIMB; Malaysia; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading bank in Malaysia is seeking a Private Wealth Relationship Manager to service high-net-worth customers with an AUM of RM 1,000,000. Candidates must have at least 5 years of experience in managing client portfolios and providing financial advice. The role includes promoting investment products, acquiring new clients, and ensuring compliance with regulatory frameworks. This full-time position also requires the IPPC certification.

Qualifications

• Degree in finance, economics, business administration or a related field is required.
• At least 5 years experience managing client portfolios and working with high-net-worth individuals.
• IPPC certification is mandatory.

Responsibilities

• Service Private Wealth customers (AUM - RM 1,000,000).
• Promote investment & deposit products to Private Wealth customers.
• Acquire New-to-Private Wealth (NTPW) customers.

Skills

Customer service

Financial advice

Sales

Relationship building

Education

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

Job description

Staff Get Staff - Private Wealth Relationship Manager MY

Malaysia

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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 31379
• Job Category Sales
• Posting Date 09/12/2025, 03:08 AM
• Apply Before 12/31/2025, 03:08 AM
• Job Schedule Full time