Business Wealth Manager, Business Wealth - Wisma BU8 MY

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2 Locations
In-Office or Remote
Financial Services
The Role

The role is responsible to - increase Commercial & SME deposit growth and customer acquisition of high value New-to-bank (NTB) - Increase penetration of cash management solutions on Commercial & SME business segment through cross sell activities ultimately capturing of main operating account.

  • Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
  • To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
  • To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
  • Actively seeking referrals from new and existing customers.
  • To actively identify potential sales opportunities and manage sales pipeline by working closely with various departments.
  • Ensure timely reporting on productivity & performance to Business Wealth Team Managers.
  • Participate in process improvement initiatives.
  • Mentor junior team members, where required.
  • To undertake any other related tasks as determined by the management of the Bank from time to time.
  • Ensure and maintain a high standard of AML/KYC risk assessments of customers’ profile.

 

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The Company
HQ: Kuala Lumpur, Kuala Lumpur
13,216 Employees

What We Do

CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.

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