Sales Planning & Execution
• To service Private Wealth customers base above RM 1,000,000
• To promote the Bank's investment & deposit products and services to Private Wealth customers
• To actively acquire New-to-Private Wealth (NTPW) customers.
• To provide fast and convenient off-site banking services to NTPW customers on :
- New CASA & FD accounts opening
- Handle all non-cash transactions
• To complement branch on acquisition numbers.
• To run Private Wealth activities to increase membership and deposit sales.
• To be involved in Private Wealth customer acquisition programmes / events.
• To lead and/or take part in all marketing activities.
• To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:
- Comprehensive understanding of product features and benefits.
- Knowledge of products and services offered by competitors in priority banking
- Thorough familiarity and comply with Compliance process
Customer Relationship
• To actively retain & nurture existing Private Wealth base.
• To establish and maintain relationship with Private Wealth customers and respond to queries and complaints in a timely manner.
• To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Private Wealth customers.
• To provide advisory-based sales to Private Wealth customers.
People Management
• To encourage and promote teamwork by:
- Providing assistance (e.g. training, knowledge sharing, covering of duties )
- Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.
- Maintaining a conducive and professional working relationship within the sales team.
• To project professional business image at all times through high standards of housekeeping and personal grooming.
• To participate in Continuous Professional Development Program
Others
• To undertake special assignments ad-hoc functions as when required.
Compliance
• To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
• To comply with Code of Sales Ethics and Governance
Skills Required
- Experience or ability to service high-net-worth Private Wealth customers
- Ability to promote investment and deposit products and services
- Customer acquisition, retention, and relationship management skills
- Strong sales presentation and closing skills
- Knowledge of banking products, competitor priority banking offerings, and compliance processes
- Ability to comply with bank policies, credit controls, audit requirements, BNM guidelines, and sales ethics
- Participation in continuous professional development
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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