Staff Get Staff - Private Wealth Relationship Manager MY

CIMB Group · Malaysia

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.