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Senior Associate, GWBPB - Sales Region 3 - Team JA MY at CIMB Group Malaysia
, , Malaysia -
Full Time

Start Date

Immediate

Expiry Date

04 Feb, 26

Salary

0.0

Posted On

06 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Relationship, Client Advisory, Investment Strategies, Financial Planning, Risk Management, Wealth Management, Financial Analysis, Team Collaboration, Regulatory Compliance, Goal Setting, Trust Building, Communication, Integrity, Proactive Management, Business Growth, Client Satisfaction

Industry

Banking

Description
Key Responsibilities Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards. Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned. Understand and communicate to clients, the risk involved with financial and investment strategies. Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly. Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time. Set goals and prioritize activities to maximize business growth and client satisfaction. Work collaboratively with team members and other functions within the business. Comply with CIMB Private Banking Policies & Procedures, Code of Conduct and all regulations/notices/guidelines issued by Bank Negara Malaysia & Securities Commission of Malaysia. Key Requirements Candidates must have at least a minimum of three years of work experience. Candidates with work experience with financial institutions (preferably in client relationship and/or client advisory roles) will be given priority. All CFA and CFP holders are encouraged to apply.
Responsibilities
The role involves managing clients' wealth holistically and ensuring their financial needs are met efficiently and professionally. It requires developing a comprehensive understanding of clients' financial standing and aligning investment strategies with their goals and risk tolerance.