Preferred Relationship Manager

Company Description

CIMB Group is a leading ASEAN universal bank, headquartered in Kuala Lumpur, Malaysia. As one of the largest Asian investment banks and among the world's largest Islamic banks, CIMB offers services in consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management. It operates in 16 locations across ASEAN, Asia, and beyond, employing over 36,000 staff. CIMB Bank and CIMB Islamic Bank are proud members of PIDM.

Role Description

This is a full-time on-site role for a Preferred Relationship Manager, based in Kuching. The role involves managing and growing a portfolio of high-net-worth clients by providing personalized wealth management advice and financial products. The preferred candidate will build and maintain trusted relationships with clients, identify their financial needs, and recommend tailored solutions to meet their objectives. The Preferred Relationship Manager will also work to achieve business targets, ensure high-quality client service, and uphold compliance with banking regulations and standards.

Qualifications

• Strong relationship management and client servicing skills, with the ability to build trusted partnerships with high-net-worth clients.
• Knowledge or skills in financial planning, wealth management, and investment solutions, including an understanding of financial products and services.
• Sales and business development skills with experience in achieving financial targets and delivering tailored solutions.
• Effective communication and interpersonal skills, with the ability to address client needs and provide insightful financial advice.
• Relevant certifications or qualifications in banking, finance, or related fields are advantageous.
• A proactive approach and the ability to work in a fast-paced, professional environment.