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
- At least three years of work experience
- Experience with financial institutions, preferably in client relationship roles
- CFA or CFP certification
CIMB Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CIMB and has not been reviewed or approved by CIMB.
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Parental & Family Support — Parental leave and family resources are presented as particularly strong, including up to six months paid maternity leave in Malaysia, up to 30 days paid paternity leave, adoption leave, lactation rooms, and childcare facilities. Targeted assistance is also noted for single parents and those with children who have special needs.
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Healthcare Strength — Health coverage is broad, with medical plans, mental-health services, wellness programmes, health checks, onsite clinics or dentists in some locations, and disability insurance. In Malaysia, a 24/7 emotional-wellbeing careline and access to mental-health professionals and other coaches are also highlighted.
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Flexible Benefits — Benefits are described as customizable through a flexible-benefits programme, allowing employees to tailor coverage toward medical care, family support, or wellbeing needs. Flexible work options such as hybrid working and adjusted hours are also part of the package in many locations.
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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.
