Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Staff Get Staff - Private Wealth Relationship Manager MY at CIMB Group Malaysia

Kuala Lumpur, Kuala Lumpur, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

02 Aug, 26

Salary

0.0

Posted On

04 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Financial Advice, Sales, Relationship Management, Customer Service, Investment Products, Deposit Products, Client Acquisition, Presentation Skills, Regulatory Compliance, Financial Analysis

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 role involves managing and growing a portfolio of Private Wealth customers by promoting investment and deposit products. You will be responsible for acquiring new clients, delivering sales pitches, and ensuring high-quality service while maintaining regulatory compliance.