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Private Wealth Relationship Manager, APP - Preferred HQ MY at CIMB Group Malaysia
Kuala Lumpur, Kuala Lumpur, Malaysia -
Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Management, Investment Products, Deposit Products, Client Acquisition, Off-site Banking Services, Sales Pitches, Presentation Skills, Customer Relationship Building, Complaint Resolution, Regulatory Compliance, Professional Development

Industry

Banking

Description
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.  
Responsibilities
The primary duties involve servicing Private Wealth customers with assets under management over $1,000,000, promoting investment and deposit products, and actively acquiring new Private Wealth customers. Responsibilities also include delivering sales presentations, building client relationships, and ensuring timely response to queries and complaints.