Manager, Gwbpb Sales Region 1 Team Kl6 My

Malaysia, Malaysia

Job 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.

CIMB

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Job Detail

  • Job Id
    JD1044008
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned