The Role
The role involves servicing Private Wealth customers, promoting investment products, acquiring new clients, and maintaining client relationships while ensuring compliance with regulations.
Summary Generated by Built In
Key Responsibilities
- Service Private Wealth customers (AUM - RM 1,000,000).
- Promote the Bank's investment & deposit products and services to Private Wealth customers.
- Actively acquire New-to-Private Wealth (NTPW) customers.
- Provide fast and convenient off-site banking services to all clients.
- Run Private Wealth activities to increase membership and deposit sales.
- Deliver sales pitches / presentations.
- Build and maintain relationship with Private Wealth customers.
- Respond to queries and complaints in a timely manner.
- Identify and share new ideas and approaches to increase sales and enhance customer experience.
- Participate in continuous professional development program.
- Ensure compliance with applicable regulatory framework / guidelines and the Group’s policies and procedures.
Key Requirements
- A degree in finance, economics, business administration or a related field.
- At least 5 years of experience managing client portfolios, providing financial advice and working closely with high-net-worth individuals.
- The applicant must have the IPPC.
Skills Required
- A degree in finance, economics, business administration or a related field
- At least 5 years of experience managing client portfolios and providing financial advice
- The applicant must have the IPPC
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The Company
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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