Private Wealth Relationship Manager, Plaza Damansara Branch My

Malaysia, Malaysia

Job Description


:

Sales Planning & Execution

  • To service Private Wealth customers base above RM 1,000,000
  • To promote the Bank\'s investment & deposit products and services to Private Wealth customers
  • To actively acquire New-to-Private Wealth (NTPW) customers.
  • To provide fast and convenient off-site banking services to NTPW customers on :
- New CASA & FD accounts opening

- Handle all non-cash transactions
  • To complement branch on acquisition numbers.
  • To run Private Wealth activities to increase membership and deposit sales.
  • To be involved in Private Wealth customer acquisition programmes / events.
  • To lead and/or take part in all marketing activities.
  • To deliver sales pitch / presentations, with strong closing skills on Bank\'s products and services:
- Comprehensive understanding of product features and benefits.

- Knowledge of products and services offered by competitors in priority banking

- Thorough familiarity and comply with Compliance process

Customer Relationship
  • To actively retain & nurture existing Private Wealth base.
  • To establish and maintain relationship with Private Wealth customers and respond to queries and complaints in a timely manner.
  • To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Private Wealth customers.
  • To provide advisory-based sales to Private Wealth customers.
People Management
  • To encourage and promote teamwork by:
- Providing assistance (e.g. training, knowledge sharing, covering of duties)

- Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.

- Maintaining a conducive and professional working relationship within the sales team.
  • To project professional business image at all times through high standards of housekeeping and personal grooming.
  • To participate in Continuous Professional Development Program
Others
  • To undertake special assignments ad-hoc functions as when required.
Compliance
  • To comply strictly to CIMB Bank\'s policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
  • To comply with Code of Sales Ethics and Governance.

CIMB

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Job Detail

  • Job Id
    JD983335
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned