Private Banker

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

• Proven track record in acquiring, managing and growing affluent client portfolios.
• Established client base with active investment and wealth management needs.
• Strong client relationship-building, networking and engagement capabilities.
• Ability to identify wealth management opportunities and deepen wallet share across products and services.
• Demonstrated sales achievements with consistent revenue generation and business growth.
• Good understanding of investment products, financial markets and wealth planning solutions.
• Entrepreneurial mindset with the ability to independently source and develop new business opportunities.