Senior Wealth & Relationship Manager, Preferred Onshore

CIMB Singapore; Singapore; Presencial; SGD 100.000 - 180.000; Jornada completa

Descripción de la vacante

CIMB Singapore is seeking a Senior Relationship Manager for CIMB Preferred Onshore in Singapore. This full-time, on-site role focuses on managing a portfolio of affluent clients, delivering tailored wealth management and banking solutions.

You will conduct regular reviews, identify cross-selling opportunities, and collaborate with product specialists to provide integrated solutions while maintaining high service standards and regulatory compliance.

Formación

• Client relationship management with affluent clients.
• Knowledge of deposits, unit trusts, bonds, insurance, and structured solutions.
• Proven sales and business development abilities with cross-selling experience.
• Excellent communication and interpersonal skills.
• Understanding of banking operations, risk management, and regulatory compliance in Singapore.
• Academic qualifications in Finance, Business or Economics; CMFAS/CFP is a plus.

Responsabilidades

• Prospect for new clients and deepen existing relationships.
• Provide tailored wealth management and banking solutions.
• Conduct regular financial reviews and identify cross-selling opportunities.
• Collaborate with product specialists to deliver integrated solutions.
• Ensure high service standards and regulatory compliance.

Conocimientos

Client relationship management

Wealth management knowledge

Sales & business development

Communication & interpersonal skills

Banking operations & risk awareness

Prior affluent/priority banking exp

Ability to perform in fast-paced env

Educación

Finance/Business/Economics degree

CMFAS/CFP certification advantage

Descripción del empleo

CIMB Singapore is seeking a Senior Relationship Manager for CIMB Preferred Onshore in Singapore. This full-time, on-site role focuses on managing a portfolio of affluent clients, delivering tailored wealth management and banking solutions.

You will conduct regular reviews, identify cross-selling opportunities, and collaborate with product specialists to provide integrated solutions while maintaining high service standards and regulatory compliance.