Partnership and Preferred Banking Strategic Alliance Manager SG

CIMB Singapore; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

CIMB Singapore is seeking a senior professional to lead partnerships with external intermediaries and drive referral-based client growth in Singapore and across ASEAN/North Asia. You will build relationships with real estate agencies, wealth managers and professional networks to source affluent and HNW clients for preferred banking services.

The role focuses on acquiring new-to-bank customers through strategic partnerships, with oversight of joint campaigns, events and performance metrics across

Qualifications

• 8–12 years of relevant experience in banking, financial services, wealth management or related industries.
• Proven track record in business development, strategic partnerships, relationship management or customer acquisition.

Responsibilities

• Identify, onboard and manage strategic external partners capable of referring affluent and HNW customers to CIMB Singapore.
• Develop partnerships with real estate agencies, property developers, mortgage brokers, wealth managers and intermediaries.
• Build senior-level relationships and develop mutually beneficial referral propositions.
• Negotiate commercial arrangements, referral models and joint initiatives.
• Establish scalable partnership models for recurring customer acquisition.
• Develop and execute business development strategies across Singapore, ASEAN and North Asia.
• Drive customer acquisition across key markets including Singapore and regional hubs.
• Coordinate partner-led events and campaigns to generate leads and opportunities.
• Track partnership performance with clear KPIs and reporting to stakeholders.

Skills

Networking

Negotiation

Stakeholder management

Business development

Education

Degree in any discipline

Job description

Responsibilities

• Identify, onboard and manage strategic external partners capable of referring quality affluent and HNW customers to the Bank.
• Develop partnerships with real estate agencies, property developers, mortgage brokers, wealth managers, financial advisers, family offices, professional services firms, immigration/relocation companies, business networks and other relevant intermediaries.
• Build senior-level relationships with key partners and develop mutually beneficial referral propositions.
• Negotiate commercial arrangements, referral models and joint business initiatives where appropriate.
• Establish scalable partnership models that can generate recurring customer acquisition rather than one-off referrals.
• Business Development & Customer Acquisition
• Develop and execute business development strategies to acquire new-to-bank Preferred Banking customers across Singapore, ASEAN and North Asia.
• Identify and develop high-potential customer acquisition channels, with a focus on high-net-worth and affluent customers.
• Build a strong pipeline of prospects and referral opportunities and convert them into funded banking relationships.
• Drive customer acquisition across key markets including Malaysia, Indonesia, Thailand, Vietnam, Philippines, Cambodia, Hong Kong, Taiwan and Mainland China, as well as Singapore.
• Market Development
• Develop strong knowledge of customer, wealth and business trends across key ASEAN and North Asian markets.
• Identify emerging customer segments, referral ecosystems and distribution channels that can provide competitive acquisition opportunities.
• Conduct market mapping and competitor analysis to identify new business opportunities.
• Develop market-specific acquisition strategies and propositions based on customer needs and partner ecosystems.
• Partnership Activation & Execution
• Work with internal stakeholders to translate partnership opportunities into executable customer acquisition campaigns and propositions.
• Coordinate joint events, seminars, roadshows, property showcases, client engagement activities and other partner-led acquisition initiatives.
• Track and optimise the performance of each partnership and channel.
• Establish clear KPIs and reporting for partner-generated leads, conversion, account opening, funding and customer value.
• Stakeholder Management
• Collaborate closely with internal stakeholders across Preferred Banking Segments, Products (Wealth Management, Retail Assets), Compliance and Marketing, Operations, Compliance, and Risk teams.
• Ensure that customer acquisition activities and partnerships comply with the Bank’s policies, regulatory requirements and risk appetite.
• Provide regular management updates on pipeline, partnership performance, market opportunities and business results.

JOB DESCRIPTION

• Identify, onboard and manage strategic external partners capable of referring quality affluent and HNW customers to the Bank.
• Develop partnerships with real estate agencies, property developers, mortgage brokers, wealth managers, financial advisers, family offices, professional services firms, immigration/relocation companies, business networks and other relevant intermediaries.
• Build senior-level relationships with key partners and develop mutually beneficial referral propositions.
• Negotiate commercial arrangements, referral models and joint business initiatives where appropriate.
• Establish scalable partnership models that can generate recurring customer acquisition rather than one-off referrals.
• Business Development & Customer Acquisition
• Develop and execute business development strategies to acquire new-to-bank Preferred Banking customers across Singapore, ASEAN and North Asia.
• Identify and develop high-potential customer acquisition channels, with a focus on high-net-worth and affluent customers.
• Build a strong pipeline of prospects and referral opportunities and convert them into funded banking relationships.
• Drive customer acquisition across key markets including Malaysia, Indonesia, Thailand, Vietnam, Philippines, Cambodia, Hong Kong, Taiwan and Mainland China, as well as Singapore.
• Market Development
• Develop strong knowledge of customer, wealth and business trends across key ASEAN and North Asian markets.
• Identify emerging customer segments, referral ecosystems and distribution channels that can provide competitive acquisition opportunities.
• Conduct market mapping and competitor analysis to identify new business opportunities.
• Develop market-specific acquisition strategies and propositions based on customer needs and partner ecosystems.
• Partnership Activation & Execution
• Work with internal stakeholders to translate partnership opportunities into executable customer acquisition campaigns and propositions.
• Coordinate joint events, seminars, roadshows, property showcases, client engagement activities and other partner-led acquisition initiatives.
• Track and optimise the performance of each partnership and channel.
• Establish clear KPIs and reporting for partner-generated leads, conversion, account opening, funding and customer value.
• Stakeholder Management
• Collaborate closely with internal stakeholders across Preferred Banking Segments, Products (Wealth Management, Retail Assets), Compliance and Marketing, Operations, Compliance, and Risk teams.
• Ensure that customer acquisition activities and partnerships comply with the Bank’s policies, regulatory requirements and risk appetite.
• Provide regular management updates on pipeline, partnership performance, market opportunities and business results.

Key Performance Indicators

The successful candidate will be measured on tangible business outcomes, including:

• Number and productivity of strategic partners
• Partner-generated funded accounts
• Growth and sustainability of key acquisition channels
• Number and quality of new-to-bank Preferred Banking customers from strategic partners

Requirements

Qualifications

• Degree in any discipline

Relevant Work Experience

• 8–12 years of relevant experience in banking, financial services, wealth management, property, professional services, business development or related industries.
• Proven track record in business development, strategic partnerships, relationship management or customer acquisition,
• Strong network among affluent/HNW customers, business owners, professionals and/or intermediaries in ASEAN and/or North Asia will be highly advantageous.
• Experience working with banks, wealth managers, property developers, real estate agencies, mortgage brokers, financial advisers, family offices or other customer referral ecosystems is preferred.
• Strong commercial acumen with demonstrated ability to identify opportunities, build partnerships and convert relationships into measurable business results.
• Excellent interpersonal, negotiation and stakeholder management skills, with the ability to engage senior decision makers.
• Entrepreneurial, self-motivated and comfortable working in a target-driven environment.
• Strong understanding of the Singapore and regional banking landscape.
• Excellent communication and presentation skills.
• Candidates with regional market exposure and relevant language capabilities will have an advantage.