Relationship Manager / Private Banker
- Employer
- CIMB Malaysia
- Location
- Kuala Lumpur, Malaysia
- Salary
- Competitive
- Closing date
- Apr 19, 2019
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
- 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 and Bursa Malaysia
Qualifications
- 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
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert