Private Wealth Relationship Manager, CSD - Preferred HQ MY

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.