The Role
The manager will oversee holistic wealth management for clients, ensuring their financial needs align with CIMB Private Banking standards and developing investment strategies accordingly.
Summary Generated by Built In
Key Responsibilities
- Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
- Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
- Understand and communicate to clients, the risk involved with financial and investment strategies.
- Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly.
- Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time.
- Set goals and prioritize activities to maximize business growth and client satisfaction.
- Work collaboratively with team members and other functions within the business.
- Comply with CIMB Private Banking Policies & Procedures, Code of Conduct and all regulations/notices/guidelines issued by Bank Negara Malaysia & Securities Commission of Malaysia.
Key Requirements
- Candidates must have at least a minimum of three years of work experience.
- Candidates with work experience with financial institutions (preferably in client relationship and/or client advisory roles) will be given priority.
- All CFA and CFP holders are encouraged to apply.
Skills Required
- Minimum of three years of work experience
- Experience with financial institutions in client relationship roles
- CFA or CFP certification
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The Company
