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Manager, GWBPB - Client Services Region 3 - Team JA MY at CIMB Group Malaysia
Johor Bahru, Johor, Malaysia -
Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

0.0

Posted On

12 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Services, Administrative Tasks, Operational Tasks, Compliance, Cross-Selling, Transaction Requests, Private Banking, Productivity, Client Expectations, Liaison, Service Standards

Industry

Banking

Description
Key Responsibilities Assist Private Bankers on daily administrative and operational tasks and attend to clients’ instructions precisely and in a timely manner. Assist Private Bankers in managing and reviewing their client bases to ensure optimal productivity and compliance. Identify and act on any potential cross-selling opportunities. Liaise with back office colleagues for any inquiries or discrepancies on transaction requests. Ensure services provided to clients meet/exceed client’s expectation and are consistent with CIMB Private Banking service standards.
Responsibilities
Assist Private Bankers with daily administrative and operational tasks while ensuring timely client service. Identify cross-selling opportunities and liaise with back office colleagues to resolve transaction discrepancies.