Senior Private Banking Relationship Architect

CIMB Singapore; Singapore; Vor Ort; SGD 120.000 - 240.000; Vollzeit

Zusammenfassung

CIMB Singapore seeks an experienced Private Banking professional to design and implement strategic plans for growing the high-net-worth client base and assets under management. You will promote CIMB Private Banking products and collaborate with regional PB offices to deliver bank-wide wealth solutions while ensuring regulatory compliance.

The role emphasizes relationship development, sales excellence, and in-depth knowledge of investments, credit, and estate planning to meet client needs.

Qualifikationen

• University degree or equivalent in business, banking, finance or economics.
• CACS certification or other regulatory/licensing requirements.
• Minimum 5–7 years of experience in building client relationships and acquiring new clients.

Aufgaben

• Design and implement strategic plans to develop CIMB Private Banking client base and grow revenue and AUM.
• Promote CIMB Private Banking brand and products and continually enhance value propositions.
• Collaborate with PB offices across the Group to provide bank-wide solutions to high net worth clients.
• Achieve AUM, profitability and targets set by management.
• Build and maintain client relationships by analyzing needs and proactively implementing solutions.
• Coordinate with internal business units to deliver comprehensive wealth management solutions to target clients.

Kenntnisse

Client relationships

Networking

Sales-driven

Regulatory awareness

Ausbildung

University Degree in Business Administration, Banking, Finance, Economics or related field

Jobbeschreibung

CIMB Singapore seeks an experienced Private Banking professional to design and implement strategic plans for growing the high-net-worth client base and assets under management. You will promote CIMB Private Banking products and collaborate with regional PB offices to deliver bank-wide wealth solutions while ensuring regulatory compliance.

The role emphasizes relationship development, sales excellence, and in-depth knowledge of investments, credit, and estate planning to meet client needs.